Loved

Loved (CRD# 289171) is a financial advisory firm headquartered in San Francisco, CA. They manage $347,463 in 797 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
1 Ferry Building, Suite 201, San Francisco, CA 94111
https://www.loved.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    797
    ACCOUNTS
  • Average Account Value
    $436
Compensation Options
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Loved
Showing 1 - 1 of 1 top financial advisors.
1
David Hannes, financial advisor San Francisco CA
David W. Hannes
CRD#: 6837235
1 Ferry Building, Suite 201, San Francisco, CA 94111

David Hannes (CRD# 6837235) is an Investment Advisor Representative working at Loved in San Francisco, CA and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals