DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > georgia > johns creek
GER LOFTIN WEALTH ADVISORS, LLC
Tel: (888) 556-3846
6470 E Johns Crossing Suite 230
Johns Creek, Georgia 30097
GER LOFTIN WEALTH ADVISORS, LLC
GER LOFTIN WEALTH ADVISORS, LLC is a Johns Creek, Georgia based financial advisory firm with nearly $233,579,777 in assets under management and provides investment advisory services for 1440 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
305359
SEC#:
801-117350
No. of Clients:
1440
Assets under Management
$233,579,777
No. of Advisors:
6
More Financial Advisory Firms in Johns Creek, Georgia
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| INVESCO ADVISERS, INC. | 105360 | 2895 |
| TRUIST ADVISORY SERVICES, INC. | 283390 | 2105 |
| EARNEST PARTNERS, LLC | 107926 | 44 |
| VOYA INVESTMENT MANAGEMENT LLC | 108934 | 879 |
| ATLANTA CAPITAL | 116719 | 28 |
| ROARK CAPITAL MANAGEMENT, LLC | 160368 | 123 |
More Firms in Johns Creek, Georgia >>