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LOOMIS CAPITAL MANAGEMENT
203-249-6431
SEC #801-131352Total AUM
$842.2M
Employees
1Clients
8Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Monday - Friday
Phone
203-249-6431
Financials
Total AUM
$842.2M
Accounts
89Discretionary
$599.9M
Accounts
19Non-Discretionary
$242.4M
Accounts
70
Clients
HNW Individual Clients
8AUM
$842.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.