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Building 2LOFTIN WEALTH PARTNERS

Map pinJOHNS CREEK, GA
Phone(888) 556-3846
NotebookSEC #801-117350
Total AUM
$344.5M
Employees
6
Clients
388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6470 E JOHNS CROSSING
SUITE 230
JOHNS CREEK
GA 30097
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(888) 556-3846

ReceiptFinancials

Total AUM
$344.5M
Accounts
1,466
Discretionary
$344.5M
Accounts
1,466
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
282
AUM
$77.5M
HNW Individual Clients
105
AUM
$265.4M
Charitable Organization Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAILINLAMINCOKPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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