CRD: 109770
Wagner Loftin Investment Services LLC
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-1993
- Office Locations
- 1
Office Locations
About Wagner Loftin Investment Services LLC
Wagner Loftin Investment Services LLC is an independent Pleasant Hill, CA RIA providing investment management and financial planning, focused on education, guidance, and long-term client relationships. The firm serves retail investors including business owners, entrepreneurs, and retirees, and commonly implements asset-allocation portfolios using ETFs, mutual funds, and index funds, with access to alternative strategies and insurance solutions when appropriate. Custodies with Pershing.
Team overview
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Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
RONALD JOSEPH WAGNER
Owner
- CRD
- #2109102
- Ownership
- 75% or more
GERALD GILBERTO GUINTU
Chief Compliance Officer
- CRD
- #4173908
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SHEENA ANN CULP
--
- CRD
- #5549809
JILL ANN GUINTU
--
- CRD
- #2590790
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,870,999 | $415,395 |
| Non-Discretionary | $558,888 | $279,444 |
| Total | $396,429,887 | $415,110 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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