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LOCKE FINANCIAL SERVICES, INC.
CRD 117611 · SEC 801-67590
630 N NORTH COURT, SUITE 108, PALATINE, IL, 60067, United States
Phone
847-991-2705
Fax
847-991-3496
Registration
— (—)
Source
State registered
Total AUM
$55.0M
Discretionary AUM
$55.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $55.0M |
All web addresses on file
Official SEC filing: View on IAPD