LOCKER FINANCIAL SERVICES, LLC

Overview

Locker Financial Services, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm operates on a fee model that includes a percentage of assets under management, hourly charges and fixed fees, and it focuses on serving individual and family clients rather than institutional pensions or large capital allocation mandates. Locker Financial Services appears to structure client portfolios around pooled public funds as the core allocation while supplementing client exposures with third-party alternative fund managers and insurance products where appropriate. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices