WAGNER LOFTIN INVESTMENT SERVICES LLC

PLEASANT HILL, California·2 registered advisors·CRD# 109770
SEC# 801-631450925-930-7176
01

Firm Overview

AUM
$419M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at WAGNER LOFTIN INVESTMENT SERVICES LLC

2 registered advisors
Gerald Gilberto Guintu
PLEASANT HILL, California
Ronald Joseph Wagner
PLEASANT HILL, California
05

Office Locations

PLEASANT HILL, California
2 advisors

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Data sourced from SEC Form ADV filings. WAGNER LOFTIN INVESTMENT SERVICES LLC (CRD# 109770) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.