


Lokken Investment Group
Financial Services • Lewes, Delaware, United States • 11-20 Employees
Company overview
| Headquarters | 1413 Savannah Road, Suite 4, Lewes, DE 19958, AF |
| Phone number | +13026456650 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Key Contacts at Lokken Investment Group
Jonathan Lokken
Owner
Sean Merlonghi
Director Of Investments
Lokken Investment Group Email Formats
Lokken Investment Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@lokkeninvest.com), used 61.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lokkeninvest.com | 61.5% |
{first name}{last name} | johndoe@lokkeninvest.com | 38.5% |
About Lokken Investment Group
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 Securities and Exchange Commission (SEC). 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 portfolio that consider your every need.
Lokken Investment Group revenue & valuation
| Annual revenue | $10,500,000 |
| Revenue per employee | $952,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $33,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Lokken Investment Group has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Lokken Investment Group has never raised funding before.
Lokken Investment Group Tech Stack
Discover the technologies and tools that power Lokken Investment Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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