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WAGNER LOFTIN INVESTMENT SERVICES LLC

Tel: 925-930-7176
3478 Buskirk Avenue
Suite 333
Pleasant Hill, California  94523

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WAGNER LOFTIN INVESTMENT SERVICES LLC

WAGNER LOFTIN INVESTMENT SERVICES LLC is a Pleasant Hill, California based financial advisory firm with nearly $419,035,457 in assets under management and provides investment advisory services for 1007 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

109770

SEC#:

801-63145

No. of Clients:

1007

Assets under Management

$419,035,457

No. of Advisors:

7

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