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| GER Loftin Wealth Advisors LLC
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| |
|---|---|
| CRD # | 305359 |
| SEC # | 801-117350 |
| CIK # | |
| AUM | $233.6 MM (2024-03-26) |
| Employees | 6 (83% Investors, 50% Brokers) |
| Phone | 888-556-3846 |
| Address | 6470 E Johns Crossing Johns Creek, GA 30097 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 69.5 |
| (b) Individuals (high net worth individuals) | 85 | 162.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,440 | 233.6 |
| By Discretionary | ||
| Discretionary | 1,440 | 233.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,440 | 233.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.6 | |
| Total | 1,440 | 233.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Maguire Investments LLC
✚
|
PA | 0.2 |
|
Commonwealth Retirement Investments LLC
✚
|
VA | 0.2 |
|
Sandeep Varma Wealth Strategies LLC
✚
|
CA | 0.2 |
|
Claris Financial LLC
✚
|
VA | 0.2 |
|
Mattia and Associates LLC
✚
|
FL | 0.2 |
|
LPFG LLC
✚
|
OH | 0.2 |
|
H&H Retirement Design and Management Inc
✚
|
NV | 0.2 |
|
Capital Market Strategies LLC
✚
|
FL | 0.2 |
|
Gunderson Capital Management
✚
|
SC | 0.2 |
|
JFR Financial Services Inc
✚
|
MI | 0.2 |