Loomis Financial Consulting

Loomis Financial Consulting (CRD# 290681) is a financial advisory firm headquartered in , . They manage $28,095,258 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.loomisfinancial.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $312,170
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Loomis Financial Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Evan Loomis, financial advisor Glendora CA
Evan D. Loomis
CRD#: 5279085
Glendora, CA

Evan Loomis (CRD# 5279085) is an Investment Advisor Representative working at Loomis Financial Consulting in Glendora, CA and has over 16 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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