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Lokken Investment Group, LLC

CRD 283696SEC# 801-114384Lewes, DE
Export (members)
No longer SEC-registered. Lokken Investment Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$366.5M
Employees
4
Accounts
1,345
Location
Lewes, DE

Lokken Investment Group, LLC assets under management

Lokken Investment Group, LLC is an SEC-registered investment adviser based in Lewes, DE. It reports $366.5 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Lokken Investment Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Carrie Mae RuarkChief Compliance Officer, Managing PrincipalUnder 5%2020
Karlyn Foraker Lokken ControlOwnerOver 75%2024

Frequently asked questions

How much does Lokken Investment Group, LLC manage?

Lokken Investment Group, LLC reports $366.5 million in regulatory assets under management on its Form ADV.

How many employees does Lokken Investment Group, LLC have?

Lokken Investment Group, LLC reports 4 employees.

Where is Lokken Investment Group, LLC located?

Lokken Investment Group, LLC is based in Lewes, DE.

Does Lokken Investment Group, LLC disclose fund performance?

Lokken Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1413 Savannah Road,, Suite 4, Lewes, DE 19958
Office hours9:00 a.m. -4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$366.5M
Non-discretionary$0
Total (RAUM)$366.5M