Investment adviser · CRD 121734

LOEWINGER FINANCIAL PLANNING

Investment adviser filing (IA)

LOEWINGER & CO. LLC

LEESBURG, VA, United States · Form ADV filed Sep 20, 2012

Regulatory AUM
$39M
Form ADV · Item 5.F
Client accounts
40
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 20, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

19415 DEERFIELD AVE, #211
LEESBURG, VA, 20176, United States

CRD 121734

Filing source

Form ADV 670860 · Sep 20, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.