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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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