Loftus Wealth Strategies
Loftus Wealth Strategies (CRD# 316582) is a financial advisory firm headquartered in , . They manage $63,000,000 in 225 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Loftus Wealth Strategies
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts225ACCOUNTS
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Average Account Value$280,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, FL, PA
Financial Advisors at Loftus Wealth Strategies
1
Michael Loftus (CRD# 3080317) is an Investment Advisor Representative working at Loftus Wealth Strategies in Bethany Beach, DE and has over 25 years of experience in the finance industry.
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