| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerald Gilberto Guintu Control | Chief Compliance Officer | Under 5% | 2004 |
| Ronald Joseph Wagner Control | Owner | Over 75% | 2022 |
Wagner Loftin Investment Services LLC reports $478.5 million in regulatory assets under management on its Form ADV.
Wagner Loftin Investment Services LLC reports 7 employees.
Wagner Loftin Investment Services LLC is based in Pleasant Hill, CA and has been SEC-registered since 2004.
Wagner Loftin Investment Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3478 Buskirk Avenue, Suite 333, Pleasant Hill, CA 94523 |
| Phone | 925-930-7176 |
| Fax | 925-930-6668 |
| Office hours | 8:00a.m. - 3:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $478M |
| Non-discretionary | $480K |
| Total (RAUM) | $478.5M |