WAGNER LOFTIN INVESTMENT SERVICES LLC
Tel: 925-930-7176 3478 Buskirk Avenue Suite 333 Pleasant Hill, California 94523
About WAGNER LOFTIN INVESTMENT SERVICES LLC
WAGNER LOFTIN INVESTMENT SERVICES LLC is a Pleasant Hill, California based financial advisory firm with nearly $419,035,457 in assets under management and provides investment advisory services for 1007 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
109770
Firm SEC#:
801-63145
Assets Under Management:
$419,035,457
No. of Clients:
1007
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
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