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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 328MM in positions, which represents 40% 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: +0.1%/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

FINANCIAL & Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WIW 13.26611% ETF -0.07% 2.62% -0.13% 25 0%
FOF 4.36934% ETF 4.25% 2.62% 0.1% 8 0%
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Jeffrey M. Lokken Office Address


Jeffrey M. Lokken Contact Information

Phone Number: (231) 929-4500
Fax Number: (231) 995-7999



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