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Stephen Jay Loewinger

LOEWINGER & CO. LLC·LEESBURG, Virginia
Clean recordLOEWINGER & CO. LLC
19415 DEERFIELD AVE, LEESBURG, VA 20176CRD# 311662Firm CRD# 121734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Jay Loewinger · LEESBURG, VA
Registration
CRD #311662 · LOEWINGER & CO. LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Jay Loewinger is a registered financial advisor based in LEESBURG, Virginia, affiliated with LOEWINGER & CO. LLC. 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
Introduction

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03

Firm Overview

Firm
LOEWINGER & CO. LLC
LOEWINGER FINANCIAL PLANNING
AUM
$39M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LOEWINGER & CO. LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 311662
Firm CRD# 121734
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Jay Loewinger offer?
Stephen Jay Loewinger specializes in Financial Planning, Investment Management. Contact their office in LEESBURG, Virginia for a consultation.
What are Stephen Jay Loewinger's credentials?
Stephen Jay Loewinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Jay Loewinger located?
Stephen Jay Loewinger is based in LEESBURG, Virginia, working with LOEWINGER & CO. LLC. Their office serves clients in the LEESBURG metropolitan area and surrounding communities.
How does Stephen Jay Loewinger charge for services?
Stephen Jay Loewinger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOEWINGER & CO. LLC?
LOEWINGER & CO. LLC has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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