Loft Advisors

Finance · South Dakota, United States · 11-50 Employees

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Overview

Headquarters

101 N Main Ave Ste 201, Sioux Falls, Sou...

Phone Number

(605) 333-8266

Revenue

<$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Loft Advisors

Loft Advisors, affiliated with Raymond James, offers elevated private banking and investment services tailored to meet the complex financial needs of high-net-worth clients. Their advisors engage directly with clients to create personalized financial plans and provide proactive guidance through regular reviews. The firm emphasizes a comprehensive approach to managing wealth, ensuring that clients receive the attention and expertise they expect. Loft Advisors is dedicated to helping clients invest in their financial future with confidence.Explore more
Loft Advisors's Social MediaPopular SearchesLoft AdvisorsLoftadvisorsFinancial AdvisoryLoft Advisors|Raymond JamesSIC Code 62,628NAICS Code 52,523Show more

Loft Advisors Org Chart

PhoneEmail
Daniel Statema, Chief Marketing Officer at Loft Advisors
United States flag for contact location.

Chief Marketing Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Loft Advisors

<$5M
11-50
Private
-
2013
Daniel Statema, Chief Marketing Officer at Loft Advisors
Daniel StatemaChief Marketing Officer
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Loft Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Loft Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Loft Advisors.

Loft Advisors Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Loft Advisors

What is Loft Advisors's official website?
Loft Advisors's official website is www.loftadvisors.com
What is Loft Advisors's Revenue?
Loft Advisors's revenue is <$5 Million
What is Loft Advisors's SIC code?
Loft Advisors's SIC: 62,628
What is Loft Advisors's NAICS code?
Loft Advisors's NAICS: 52,523
How many employees does Loft Advisors have?
Loft Advisors has 11-50 employees
What industry does Loft Advisors belong to?
Loft Advisors is in the industry of: Finance, Banking, Securities Trading
What is Loft Advisors competition?
Loft Advisors top competitors include: Pillar Wealth Management, Ratcliff Financial Services, ProVise Management Group, Bennett Investment Solutions
What technology does Loft Advisors use?
Some of the popular technologies that Loft Advisors uses are: Cloudflare CDN, Proofpoint, Google Tag Manager, Network Solutions SSL Certificates
How do I contact Loft Advisors?
Loft Advisors contact info: Phone number: (605) 333-8266 Website: www.loftadvisors.com
What does Loft Advisors do?

Loft Advisors, affiliated with Raymond James, offers elevated private banking and investment services tailored to meet the complex financial needs of high-net-worth clients. Their advisors engage directly with clients to create personalized financial plans and provide proactive guidance through regular reviews. The firm emphasizes a comprehensive a... pproach to managing wealth, ensuring that clients receive the attention and expertise they expect. Loft Advisors is dedicated to helping clients invest in their financial future with confidence.Read More

What are Loft Advisors social media links?
Loft Advisors Linkedin page
Is Loft Advisors a public company?
Loft Advisors is private company therefore does not currently have an official ticker symbol
See more information about Loft Advisors

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