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Alfred Lee Loomis Iii

DOWNTOWN ASSOCIATES, L.L.C.·KENNETT SQUARE, Pennsylvania
Unclaimed Profile
674 UNIONVILLE ROAD, KENNETT SQUARE, PA 19348-1704CRD# 5076172Firm CRD# 136111
01

About

Alfred Lee Loomis Iii is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with DOWNTOWN ASSOCIATES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DOWNTOWN ASSOCIATES, L.L.C.
DOWNTOWN ASSOCIATES, L.L.C.
AUM
$35M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at DOWNTOWN ASSOCIATES, L.L.C. →
Services
Pension consulting
04

Background

Compensation
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 5076172
Firm CRD# 136111
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alfred Lee Loomis Iii offer?
Alfred Lee Loomis Iii specializes in Retirement Planning. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are Alfred Lee Loomis Iii's credentials?
Alfred Lee Loomis Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfred Lee Loomis Iii located?
Alfred Lee Loomis Iii is based in KENNETT SQUARE, Pennsylvania, working with DOWNTOWN ASSOCIATES, L.L.C.. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does Alfred Lee Loomis Iii charge for services?
Alfred Lee Loomis Iii's firm is compensated through other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOWNTOWN ASSOCIATES, L.L.C.?
DOWNTOWN ASSOCIATES, L.L.C. is a registered investment adviser with the SEC, managing $35M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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