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LOFTUS, BETTY, RAE
LOFTUS, BETTY, RAE
LOFTUS INVESTMENT ADVISORS
GOLD RIVER, California
·
1 registered advisor
·
CRD# 113820
SEC# 801-61078
916-858-8525
01
Firm Overview
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at LOFTUS, BETTY, RAE
1 registered advisor
Betty Rae Loftus
GOLD RIVER, California
CRD# 1146347
05
Office Locations
GOLD RIVER, California
1 advisor
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Data sourced from SEC Form ADV filings. LOFTUS, BETTY, RAE (CRD# 113820) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.