Be advised. This firm is no longer registered.

Loftus Investment Advisors

Loftus Investment Advisors (CRD# 113820) is a financial advisory firm headquartered in Gold River, CA. They manage $52,474,644 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11344 Coloma Road, Suite 525, Gold River, CA 95670
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $535,456
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Loftus Investment Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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