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Locker Financial Services Logo
Locker Financial Services CB Rank
338406
Heat Score
72
Locker Financial Services provides financial planning, retirement planning, investment advisory and asset management services.
Founded
obfuscation
Private Verona, New Jersey, United States1-10 lockerfinancial.com
Advice
Asset Management
Financial Services
Retirement
Overview

Locker Financial Services
Heat Score
72

Growth Score
pts
in past quarter
Heat Score 72
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Locker Financial Services

CB Rank
338406
Locker Financial Services provides financial planning, retirement planning, investment advisory and asset management services.
Founded
obfuscation
Private Verona, New Jersey, United States1-10 lockerfinancial.com
Advice
Asset Management
Financial Services
Retirement

Key People

Details

Legal Name Locker Financial Services, LLC
Operating Status Active
Company Type For Profit
Founders  Lauren Locker
Phone Number +1-973-256-2555
Diversity Spotlight 
Women Founded
Predictions & Insights

Products & Services

Fee Only Financial Planning
A financial planning service that provides personalized, fiduciary advice without commissions, focusing on clients' best interests.
Asset Management and Investment Advisory Services
Management of client investment portfolios including asset allocation, monitoring, and reporting, tailored to individual risk tolerance and goals.

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  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$83.3KThis year, Locker Financial Services is projected to spend $83.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
The New York Times Logo
The New York Times
87
Reorganization Logo
Reorganization
84
Clawbacks Logo
Clawbacks
84

Active Website Tech Count

27Locker Financial Services is actively using 27 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is Locker Financial Services's headquarters? Locker Financial Services is located in Verona, New Jersey, United States.Who are Locker Financial Services's competitors? Alternatives and possible competitors to Locker Financial Services may include Mariner Wealth Advisors, Facet, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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