About Jeffrey M. Lokken of FINANCIAL &
Jeffrey M. Lokken is Managing Director, Senior Planner at Financial & Investment Management Group Ltd and has been affiliated with Financial & Investment Management Group Ltd since July-2001.
Financial & Investment Management Group Ltd is an investment advisor that manages 825.1 MM dollars in regulatory AUM and has 31 employees, of which 15 perform investment advisory functions. The managers's latest filing has disclosed 273MM in positions, which represents 33% of the manager's regulatory AUM.
For more on Financial & Investment Management Group Ltd including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Financial & Investment Management Group Ltd is an investment advisor that manages 825.1 MM dollars in regulatory AUM and has 31 employees, of which 15 perform investment advisory functions. The managers's latest filing has disclosed 273MM in positions, which represents 33% of the manager's regulatory AUM.
For more on Financial & Investment Management Group Ltd including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
FINANCIAL & StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +1.8%/yr
Co-workers of Jeffrey M. Lokken at FINANCIAL &
Name | Title | In Position Since |
---|
Paul H. Sutherland | President | December-1984 |
Linda M. Brzezinski | Corporate Secretary | May-1999 |
Barry A. Hyman | Vice-President | May-1999 |
Matthew R. Bohrer | Treasurer / Coo/Chief Compliance Officer | May-1999 |
Fundamental & Technical Factor Exposure
Jeffrey M. Lokken Office Address
111 CASS STREET
TRAVERSE CITY, Michigan
UNITED STATES, 49684
TRAVERSE CITY, Michigan
UNITED STATES, 49684
Jeffrey M. Lokken Contact Information
Phone Number: (231) 929-4500
Fax Number: (231) 995-7999
Website: http://www.fimg.net
Fax Number: (231) 995-7999
Website: http://www.fimg.net
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