Julie D Loftus
Chief Compliance OfficerSchwarz Investment Partners
About Julie D Loftus
Julie D Loftus is listed as Chief Compliance Officer at Schwarz Investment Partners in Silver Lake, KS. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Schwarz Investment Partners
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Julie D Loftus work?
Julie D Loftus is listed as Chief Compliance Officer at Schwarz Investment Partners on SEC Form ADV.
How much of Schwarz Investment Partners does Julie D Loftus own?
Form ADV reports a beneficial ownership band of Under 5%.
Schwarz Investment Partners
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |