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Betty Rae Loftus

BETTY RAE LOFTUS·GOLD RIVER, California
Unclaimed Profile
11344 COLOMA ROAD, GOLD RIVER, CA 95670CRD# 1146347Firm CRD# 113820
01

About

Betty Rae Loftus is a registered financial advisor based in GOLD RIVER, California, affiliated with BETTY RAE LOFTUS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LOFTUS, BETTY, RAE
LOFTUS INVESTMENT ADVISORS
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LOFTUS, BETTY, RAE →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1146347
Firm CRD# 113820
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Betty Rae Loftus offer?
Betty Rae Loftus specializes in Financial Planning, Investment Management. Contact their office in GOLD RIVER, California for a consultation.
What are Betty Rae Loftus's credentials?
Betty Rae Loftus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Betty Rae Loftus located?
Betty Rae Loftus is based in GOLD RIVER, California, working with BETTY RAE LOFTUS. Their office serves clients in the GOLD RIVER metropolitan area and surrounding communities.
How does Betty Rae Loftus charge for services?
Betty Rae Loftus's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BETTY RAE LOFTUS?
BETTY RAE LOFTUS has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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