LOVELESS & CO INC
CRD #105411 SEC #801-72381 SAN FRANCISCO, CA 415-397-4949
SEC Registered
Total AUM
$69M
Discretionary
$62.6M
Employees
5
Clients
0
Accounts
83
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 9, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOVELESS, BARBARA, HEALEY | I | DIRECTOR | NA | |
| LOVELESS, BARBARA, HEALEY | I | DIRECTOR | NA | |
| LOVELESS, BARBARA, HEALEY | I | DIRECTOR | NA | |
| LOVELESS, BARBARA, HEALEY | I | DIRECTOR | NA | |
| LOVELESS, BARBARA, HEALEY | I | DIRECTOR | NA | |
| LOVELESS, BARBARA, HEALEY | I | DIRECTOR | NA | |
| LOVELESS, BARBARA, HEALEY | I | DIRECTOR | NA | |
| LOVELESS, BARBARA, HEALEY | I | DIRECTOR | NA | |
| TONDU, RUBY, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| TONDU, RUBY, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| TONDU, RUBY, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| TONDU, RUBY, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| TONDU, RUBY, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| LOVELESS, WILLIAM, ROLAND | I | CEO | E | Control |
| LOVELESS, WILLIAM, ROLAND | I | CEO | E | Control |
| LOVELESS, WILLIAM, ROLAND | I | CEO | E | Control |
| LOVELESS, WILLIAM, ROLAND | I | CEO | E | Control |
| LOVELESS, WILLIAM, ROLAND | I | CEO | E | Control |
| LOVELESS, WILLIAM, ROLAND | I | CEO | E | Control |
| LOVELESS, WILLIAM, ROLAND | I | CEO | E | Control |
| LOVELESS, WILLIAM, ROLAND | I | CEO | E | Control |
Registrations
Federal
IA
May 9, 2011 REGISTERED
Notice Filings (1)
CA
Address
2870 FILBERT STREETSAN FRANCISCO, CA 94123-3220
United States
Phone: 415-397-4949