Lockshield Partners, Inc. is a large advisory firm based in Glasgow. It manages $101.16 million of regulatory assets for 753 client accounts. It has been registered with the SEC as an adviser since 2015.
Lockshield Partners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lockshield Partners, Inc. is $101.16 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lockshield Partners, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Lockshield Partners is individuals with 280 clients and $76.69 million of assets under management. Among the 7 most similar advisory firms, Lockshield Partners has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $100.97 million for 300 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lockshield Partners doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lockshield Partners, Inc. performs its advisory services is located at 301 South Broadway, Glasgow, KY 42141, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 270-629-2046 or by fax 270-629-2049. The normal business hours are 8am - 4pm on Monday - Friday.