Lotzer & Company,inc.

Lotzer & Company,inc. (CRD# 113087) is a financial advisory firm headquartered in , . They manage $22,600,159 in 124 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $182,259
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

WI

Financial Advisors at Lotzer & Company,inc.
Showing 1 - 1 of 1 top financial advisors.
1
Patrick K. Lotzer
CRD#: 2582216
Bayside, WI

Patrick Lotzer (CRD# 2582216) is an Investment Advisor Representative working at Lotzer & Company,inc. in Bayside, WI and has over 29 years of experience in the finance industry.

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