Form D Explorer

WAGNER LOFTIN INVESTMENT SERVICES LLC

SEC file number 801-63145 · PLEASANT HILL, CA
https://wlisinvest.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$419M
Discretionary AUM
$418.6M
Employees
7
Clients
451

Firm

Address
3478 BUSKIRK AVENUE
PLEASANT HILL, CA 94523
Phone
—
Website
https://wlisinvest.com
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)