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Wagner Loftin Investment Services
We are an independent Investment Advisory firm located in Pleasant Hill, California. We are dedicated to providing the highest quality investment advisory and...
Wagner Loftin Investment Services
We are an independent Investment Advisory firm located in Pleasant Hill, California. We are dedicated to providing the highest quality investment advisory and financial consulting services through the development of strong personal relationships, integrity and quality service. For more than 25 years, Wagner Loftin Investment Services has been delivering objective guidance and quality service to individual investors, generations of families, business owners and corporations.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Wagner Loftin
Principal
Sector focus
Frequently asked questions
What is Wagner Loftin Investment Services?
Wagner Loftin Investment Services is a ria based in United States.
Where is Wagner Loftin Investment Services headquartered?
Wagner Loftin Investment Services is headquartered in United States, in the North America region.
What does Altss track for Wagner Loftin Investment Services?
Altss maintains an OSINT-verified profile of Wagner Loftin Investment Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is Wagner Loftin Investment Services?
Wagner Loftin Investment Services is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Wagner Loftin Investment Services?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Wagner Loftin Investment Services's Altss profile last updated?
Wagner Loftin Investment Services's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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