GER LOFTIN WEALTH ADVISORS, LLC

6470 E Johns Crossing
Suite 230
Johns Creek, Georgia 30097
Tel: (888) 556-3846

About GER LOFTIN WEALTH ADVISORS, LLC

GER LOFTIN WEALTH ADVISORS, LLC, formally registered with the SEC as GER LOFTIN WEALTH ADVISORS, LLC. The firm was established in 09/17/2019. They have over 1 offices throughout the country.

GER LOFTIN WEALTH ADVISORS, LLC is a Johns Creek, Georgia based Financial Planning firm with nearly $233,579,777 assets under management, offering retirement planning & investment advisory services to 1440 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305359
SEC#	801-117350
Assets Managed by Firm	$233,579,777
No. of Clients	1440
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1440	$233,579,777
Individuals (other than high net worth individuals)	216	$69,474,600
High net worth individuals	85	$162,526,149
Charitable organizations	Fewer than 5 clients	$1,579,028

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