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Joseph J. Locke & Company, Ltd. (Forest Park)


Joseph J. Locke & Company, Ltd. is an adviser based in Forest Park. It manages $39.45 million of regulatory assets for 188 client accounts. It has been registered with the SEC as an adviser since 2010.

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Joseph J. Locke & Company provides financial planning services, portfolio management for individuals and small businesses, and insurance. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Joseph J. Locke & Company: assets under management

The assets under management (AUM) of Joseph J. Locke & Company, Ltd. is $39.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Joseph J. Locke & Company, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Forest Park

The principal office where Joseph J. Locke & Company, Ltd. performs its advisory services is located at 7355 W. Madison St., Forest Park, IL 60130, 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 708-366-2337 or by fax 708-366-6316. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.jjlco.com.


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