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
https://www.loftuswealthstrategies.com/
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

DE, FL, PA

Financial Advisors at Loftus Wealth Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Michael Loftus, financial advisor Bethany Beach DE
Michael P. Loftus
CRD#: 3080317
Bethany Beach, DE

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.

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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