LOC INVESTMENT ADVISERS

3981 Teays Valley Rd
Hurricane, West Virginia 25526-9080
Tel: 304-757-8131

About LOC INVESTMENT ADVISERS

LOC INVESTMENT ADVISERS, formally registered with the SEC as LOC INVESTMENT ADVISERS. The firm was established in 02/10/1982. They have over 2 offices throughout the country.

LOC INVESTMENT ADVISERS is a Hurricane, West Virginia based Financial Planning firm with nearly $708,247,570 assets under management, offering retirement planning & investment advisory services to 2200 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105708
SEC#	801-16856
Assets Managed by Firm	$708,247,570
No. of Clients	2200
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2200	$708,247,570
Individuals (other than high net worth individuals)	609	$125,105,188
High net worth individuals	253	$519,013,025
Pension and profit sharing plans	20	$34,431,538
Charitable organizations	5	$29,437,105
Corporations or other businesses	1	$260,714

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NTV ASSET MANAGEMENT, LLC 170 Summers Street, Suite 200 Charleston, WV, 25301-1800	$822,275,700	824	5
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