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Building 2WAGNER LOFTIN INVESTMENT SERVICES LLC

Map pinPLEASANT HILL, CA
Phone925-930-7176
NotebookSEC #801-63145
Total AUM
$396.4M
Employees
7
Clients
442

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3478 BUSKIRK AVENUE
SUITE 333
PLEASANT HILL
CA 94523
United States
Operating Hours
8:00AM - 3:00PM
Monday - Friday
Phone
925-930-7176

ReceiptFinancials

Total AUM
$396.4M
Accounts
955
Discretionary
$395.9M
Accounts
953
Non-Discretionary
$558.9K
Accounts
2

ContactClients

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Individual Clients
306
AUM
$93.4M
HNW Individual Clients
136
AUM
$303.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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