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LOVELESS & CO INC
415-397-4949
SEC #801-28744Total AUM
$69M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
10 A.M. TO 4:00 P.M
Monday - Friday
Monday - Friday
Phone
415-397-4949
Financials
Total AUM
$69M
Accounts
83Discretionary
$62.6M
Accounts
79Non-Discretionary
$6.4M
Accounts
4
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.