Overview
Assets Under Management: $234 million
Headquarters: JOHNS CREEK, GA
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Frequently Asked Questions
GER LOFTIN WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305359), GER LOFTIN WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
GER LOFTIN WEALTH ADVISORS, LLC is headquartered in JOHNS CREEK, GA.
GER LOFTIN WEALTH ADVISORS, LLC serves 92 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, GER LOFTIN WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
GER LOFTIN WEALTH ADVISORS, LLC manages $234 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, GER LOFTIN WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,440
Discretionary Accounts: 1,440
Regulatory Filings
CRD Number: 305359
Last Filing Date: 2024-03-26 00:00:00
Website: https://gerloftin.com