Lockton Investment Securities, LLC

Overview

Lockton Investment Securities, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 2006. The database records the firm’s ownership as a domestic entity and individual combination and classifies the firm as "unclassified" rather than assigning it to a standard advisory segment. FINTRX indicates several firm characteristics: it is not flagged as a capital allocator, is not listed as an active ESG investor, and is not identified as a multi-state adviser. The platform also shows the firm is not a newly formed adviser, not a pension consultant, and not a related adviser to another registered manager. FINTRX does not populate discrete fields for the firm’s fee schedule, client base composition, or stated advisory/business activities.

Assets & Accounts

Location & Offices