GER LOFTIN WEALTH ADVISORS, LLC

JOHNS CREEK, Georgia·2 registered advisors·CRD# 305359
SEC# 801-1173500(888) 556-3846
01

Firm Overview

AUM
$234M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GER LOFTIN WEALTH ADVISORS, LLC

2 registered advisors
George Edwin Rall
JOHNS CREEK, Georgia
James D Loftin
JOHNS CREEK, Georgia
05

Office Locations

JOHNS CREEK, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. GER LOFTIN WEALTH ADVISORS, LLC (CRD# 305359) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.