Overview
Assets Under Management: $198 million
High-Net-Worth Clients: 3
Average Client Assets: $66 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $66 million
Total Client Accounts: 24
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 333000
Last Filing Date: 2025-02-19 00:00:00
Website: https://loomiscapitalmanagement.com/