Wagner Loftin Investment Services LLC
● SEC registered since 2004CRD 109770SEC# 801-63145Pleasant Hill, CA
Reg. AUM
$396.4M
Employees
7
Accounts
955
Location
Pleasant Hill, CA
Wagner Loftin Investment Services LLC assets under management
Wagner Loftin Investment Services LLC operates as an SEC-registered investment adviser based in Pleasant Hill, CA. The firm has been registered since 2004. It reports $396.4 million in regulatory assets under management and employs 7 people.
Wagner Loftin Investment Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerald Gilberto Guintu Control | Chief Compliance Officer | Under 5% | 2004 |
| Ronald Joseph Wagner Control | Owner | Over 75% | 2022 |
Frequently asked questions
How much does Wagner Loftin Investment Services LLC manage?
Wagner Loftin Investment Services LLC reports $396.4 million in regulatory assets under management on its Form ADV.
How many employees does Wagner Loftin Investment Services LLC have?
Wagner Loftin Investment Services LLC reports 7 employees.
Where is Wagner Loftin Investment Services LLC located?
Wagner Loftin Investment Services LLC is based in Pleasant Hill, CA and has been SEC-registered since 2004.
Does Wagner Loftin Investment Services LLC disclose fund performance?
Wagner Loftin Investment Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3478 Buskirk Avenue, Suite 333, Pleasant Hill, CA 94523 |
| Phone | 925-930-7176 |
| Fax | 925-930-6668 |
| Office hours | 8:00a.m. - 3:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$396.4M▼ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$396.4Mregulatory AUM
Discretionary $395.9MNon-discretionary $559K