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LOFTUS INVESTMENT ADVISORS
GOLD RIVER, CA
916-858-8525
SEC #801-61078Total AUM
$43M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11344 COLOMA ROAD
SUITE 525
GOLD RIVER
CA 95670
United States
SUITE 525
GOLD RIVER
CA 95670
United States
Operating Hours
9:00A.M. TO 5:00P.M.
Monday - Friday
Monday - Friday
Phone
916-858-8525
Financials
Total AUM
$43M
Accounts
41Discretionary
$0
Accounts
0Non-Discretionary
$43M
Accounts
41
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges 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.