Active
LOFTIN WEALTH PARTNERS
Investment Advice|JOHNS CREEK, GA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$292.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 292.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 305359 |
| SEC Number | 801-117350 |
| Street Address | 6470 E JOHNS CROSSING |
| Street Address 2 | SUITE 230 |
| Location | JOHNS CREEK, GA 30097 |
| Country | United States |
| Phone | (888) 556-3846 |
| Total Employees | 6 |
| Business Types | registered_representative |
Client Count by Type (363 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 271 |
| High Net Worth Individual… | 92 |
County data not available for this organization.