CLOs on the Move

Lokken Investment Group

www.lokkeninvest.com

 
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the State of Delaware and the State of Maryland. Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Carrie Ruark
 Chief Compliance Officer Profile

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