WAGNER LOFTIN INVESTMENT SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$396,429,887
Discretionary
$395,870,999
Non-discretionary
$558,888
Firm details
- CRD number
- 109770
- SEC file number
- 801-63145
- Main office
- PLEASANT HILL, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WLISINVEST.COM
- Fee structure
-
Percentage of AUM
As of September 2026.