WAGNER LOFTIN INVESTMENT SERVICES LLC

3478 Buskirk Avenue
Suite 333
Pleasant Hill, California 94523
Tel: 925-930-7176

About WAGNER LOFTIN INVESTMENT SERVICES LLC

WAGNER LOFTIN INVESTMENT SERVICES LLC, formally registered with the SEC as WAGNER LOFTIN INVESTMENT SERVICES LLC. The firm was established in 05/18/2004. They have over 1 offices throughout the country.

WAGNER LOFTIN INVESTMENT SERVICES LLC is a Pleasant Hill, California based Financial Planning firm with nearly $419,035,457 assets under management, offering retirement planning & investment advisory services to 1007 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109770
SEC#	801-63145
Assets Managed by Firm	$419,035,457
No. of Clients	1007
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1007	$419,035,457
Individuals (other than high net worth individuals)	320	$96,870,177
High net worth individuals	131	$322,165,280

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