La Loma Capital
La Loma Capital (CRD# 152440) is a financial advisory firm headquartered in , . They manage $1,342,388 in 5 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
La Loma Capital
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$268,478
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at La Loma Capital
1
Alexander Henderson (CRD# 5738748) is an Investment Advisor Representative working at La Loma Capital in Zephyr Cove, NV and has over 15 years of experience in the finance industry.
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