Losch Management Company

Losch Management Company (CRD# 141876) is a financial advisory firm headquartered in , . They manage $32,000,000 in 25 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $1,280,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Losch Management Company
Showing 1 - 2 of 2 top financial advisors.
1
Richard C. Losch
CRD#: 2737449
Orlando, FL
93
Wealthminder
score

Richard Losch (CRD# 2737449) is an Investment Advisor Representative working at Losch Management Company in Orlando, FL and has over 22 years of experience in the finance industry.

2
Vincent A. Linz
CRD#: 6348782
Naples, FL
90
Wealthminder
score

Vincent Linz (CRD# 6348782) is an Investment Advisor Representative working at Losch Management Company in Naples, FL and has over 4 years of experience in the finance industry.

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