J
$5.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
36 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-1990
- Office Locations
- 1
Office Locations
-- Creve Coeur MO
About John J. Loughlin, Investment Advisor
John J. Loughlin, Investment Advisor is a Creve Coeur-based RIA. The firm has been operating for 36 years. Managing $5.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN JACKSON LOUGHLIN
Owner
- CRD
- #722392
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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