Investment adviser · CRD 113820

LOFTUS INVESTMENT ADVISORS

Investment adviser filing (IA)

LOFTUS, BETTY, RAE

GOLD RIVER, CA, United States · Form ADV filed Jun 12, 2012

Regulatory AUM
$43M
Form ADV · Item 5.F
Client accounts
41
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: Jun 12, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

11344 COLOMA ROAD, SUITE 525
GOLD RIVER, CA, 95670, United States

CRD 113820

Filing source

Form ADV 652408 · Jun 12, 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.