LOCKTON INVESTMENT ADVISORS, LLC

Overview

Lockton Investment Advisors, LLC is an SEC-registered limited liability company that has operated as an adviser since 2007. The firm is structured as a multi-state adviser and is owned by a domestic entity/individual. It identifies its fee structure as “other,” does not classify itself as an active ESG investor, and is not designated as a capital allocator or pension consultant. FINTRX notes industry affiliations with a broker-dealer and an insurance company, which suggests distribution and insurance-linked business lines connected to its advisory activities.

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Location & Offices