BETTY RAE LOFTUS
Legal name: LOFTUS INVESTMENT ADVISORS
CRD #113820 SEC #801-61078 GOLD RIVER, CA 916-858-8525
SEC Registered
Total AUM
$43M
Discretionary
$0
Employees
1
Clients
1
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $43M | $0 | $43M | 1 | 26 |
| May 2012 | $43M | $0 | $43M | 1 | 26 |
| May 2012 | $43M | $0 | $43M | 1 | 26 |
| Mar 2012 | $43M | $0 | $43M | 1 | 26 |
| Mar 2011 | $54M | $0 | $54M | 5 | -- |
| Mar 2008 | $63M | $0 | $63M | 5 | -- |
| Mar 2007 | $60M | $0 | $60M | 5 | -- |
| Mar 2006 | $55M | $0 | $55M | 5 | -- |
| Oct 2005 | $44M | $0 | $44M | 5 | -- |
| Jun 2005 | $44M | $0 | $44M | 5 | -- |
| Feb 2005 | $44M | $0 | $44M | 5 | -- |
| Mar 2004 | $42M | $0 | $42M | 5 | -- |
| Apr 2002 | $26.5M | $0 | $26.5M | 5 | -- |
| Apr 2002 | $26.5M | $0 | $26.5M | 5 | -- |
DateJun 2012
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees1
Clients26
DateMay 2012
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees1
Clients26
DateMay 2012
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees1
Clients26
DateMar 2012
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees1
Clients26
DateMar 2011
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees5
Clients--
DateMar 2008
Total AUM$63M
Discretionary$0
Non-Disc.$63M
Employees5
Clients--
DateMar 2007
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees5
Clients--
DateMar 2006
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateOct 2005
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateJun 2005
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateFeb 2005
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateMar 2004
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateApr 2002
Total AUM$26.5M
Discretionary$0
Non-Disc.$26.5M
Employees5
Clients--
DateApr 2002
Total AUM$26.5M
Discretionary$0
Non-Disc.$26.5M
Employees5
Clients--