WAGNER LOFTIN INVESTMENT SERVICES LLC of PLEASANT HILL, CA is an SEC-registered investment adviser (CRD 109770). Regulatory assets under management: $396.4M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Ronald Joseph Wagner | OWNER | — |
| Gerald Gilberto Guintu | CHIEF COMPLIANCE OFFICER | — |
| WAGNER RONALD JOSEPH | OWNER; SOLE PROPRIETOR | — |
| GUINTU GERALD GILBERTO | CHIEF COMPLIANCE OFFICER | — |