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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Lincoln Financial · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
About Lockstep Financial LLC
Lockstep Financial is a fiduciary Registered Investment Adviser providing long-term financial planning and investment management for individuals and families seeking financial freedom and generational wealth. Services include retirement and college planning and ongoing portfolio management, with retirement plans stress-tested for scenarios like higher taxes, reduced Social Security, inflation, and market drawdowns. Founded and led by CIO Kendell Phillip; meetings are offered virtually.
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Owner & Executives
Kendell Johnson Phillip
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #7316030
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,222,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,222,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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