Active
WAGNER LOFTIN INVESTMENT SERVICES LLC
Investment Advice|PLEASANT HILL, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$478.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 478.0M |
| Non-Discretionary | 480K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 109770 |
| SEC Number | 801-63145 |
| Street Address | 3478 BUSKIRK AVENUE |
| Street Address 2 | SUITE 333 |
| Location | PLEASANT HILL, CA 94523 |
| Country | United States |
| Phone | 925-930-7176 |
| Fax | 925-930-6668 |
| Total Employees | 7 |
| Business Types | registered_representative, insurance_broker |
Client Count by Type (460 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 321 |
| High Net Worth Individual… | 139 |
Community Partners
CITY OF ANTIOCH
CITY OF BRENTWOOD
CITY OF CONCORD
CITY OF EL CERRITO
CITY OF HERCULES
CITY OF LAFAYETTE
CITY OF MARTINEZ
CITY OF NAPA
CITY OF OAKLEY
CITY OF ORINDA
CITY OF PINOLE
CITY OF PITTSBURG
CITY OF PLEASANT HILL
CITY OF RICHMOND
CITY OF SAN PABLO
CITY OF WALNUT CREEK
CONTRA COSTA COUNTRY DISTRICT ATTORNEY OFFICE
CONTRA COSTA, COUNTY OF
CONTRA COSTA, COUNTY OF
CONTRA COSTA COUNTY PROBATION DEPARTMENT
CITY OF ANTIOCH
CITY OF BRENTWOOD
CITY OF CONCORD
CITY OF EL CERRITO
CITY OF HERCULES
CITY OF LAFAYETTE
CITY OF MARTINEZ
CITY OF NAPA
CITY OF OAKLEY
CITY OF ORINDA
CITY OF PINOLE
CITY OF PITTSBURG
CITY OF PLEASANT HILL
CITY OF RICHMOND
CITY OF SAN PABLO
CITY OF WALNUT CREEK
CONTRA COSTA COUNTRY DISTRICT ATTORNEY OFFICE
CONTRA COSTA, COUNTY OF
CONTRA COSTA, COUNTY OF
CONTRA COSTA COUNTY PROBATION DEPARTMENT
CITY OF ANTIOCH
CITY OF BRENTWOOD
CITY OF CONCORD
CITY OF EL CERRITO
CITY OF HERCULES
CITY OF LAFAYETTE
CITY OF MARTINEZ
CITY OF NAPA
CITY OF OAKLEY
CITY OF ORINDA
CITY OF PINOLE
CITY OF PITTSBURG
CITY OF PLEASANT HILL
CITY OF RICHMOND
CITY OF SAN PABLO
CITY OF WALNUT CREEK
CONTRA COSTA COUNTRY DISTRICT ATTORNEY OFFICE
CONTRA COSTA, COUNTY OF
CONTRA COSTA, COUNTY OF
CONTRA COSTA COUNTY PROBATION DEPARTMENT
Municipal Government
27 Active
27
Organizations
ALAMO LAFAYETTE CEMETERY DIST
AMBROSE RECREATION AND PARK DISTRICT
BETHEL ISLAND MUNICIPAL IMPROVEMENT DISTRICT
BYRON BRENTWOOD KNIGHTSEN UNION CEMETERY DIST
BYRON SANITARY DISTRICT
CASTLE ROCK COUNTY WATER DISTRICT
CENTRAL CONTRA COSTA SANITARY DISTRICT
CENTRAL CONTRA COSTA SOLID WASTE AUTHORITY
CENTRAL CONTRA COSTA TRANSIT AUTHORITY
CHILD ABUSE PREVENTION COUNCIL
CONTRA COSTA COUNTY FIRE PROTECTION DISTRICT
CONTRA COSTA COUNTY JOINT POWERS AUTHORITY FOR SELF-INSURANCE
CONTRA COSTA COUNTY SCHOOLS INSURANCE GROUP
CONTRA COSTA COUNTY SCHOOLS SELF INSURANCE GROUP
CONTRA COSTA MOSQUITO AND VECTOR CONTROL DISTRICT
CONTRA COSTA RESOURCE CONSERVATION DIST
CONTRA COSTA SOLANO COS SCHOOL DISTRICT SELF INS AUTH
CONTRA COSTA WATER DISTRICT
COSTA TRANSP AUTHORITY CONTRA
CROCKETT CARQUINEZ FIRE DEPARTMENT
ALAMO LAFAYETTE CEMETERY DIST
AMBROSE RECREATION AND PARK DISTRICT
BETHEL ISLAND MUNICIPAL IMPROVEMENT DISTRICT
BYRON BRENTWOOD KNIGHTSEN UNION CEMETERY DIST
BYRON SANITARY DISTRICT
CASTLE ROCK COUNTY WATER DISTRICT
CENTRAL CONTRA COSTA SANITARY DISTRICT
CENTRAL CONTRA COSTA SOLID WASTE AUTHORITY
CENTRAL CONTRA COSTA TRANSIT AUTHORITY
CHILD ABUSE PREVENTION COUNCIL
CONTRA COSTA COUNTY FIRE PROTECTION DISTRICT
CONTRA COSTA COUNTY JOINT POWERS AUTHORITY FOR SELF-INSURANCE
CONTRA COSTA COUNTY SCHOOLS INSURANCE GROUP
CONTRA COSTA COUNTY SCHOOLS SELF INSURANCE GROUP
CONTRA COSTA MOSQUITO AND VECTOR CONTROL DISTRICT
CONTRA COSTA RESOURCE CONSERVATION DIST
CONTRA COSTA SOLANO COS SCHOOL DISTRICT SELF INS AUTH
CONTRA COSTA WATER DISTRICT
COSTA TRANSP AUTHORITY CONTRA
CROCKETT CARQUINEZ FIRE DEPARTMENT
ALAMO LAFAYETTE CEMETERY DIST
AMBROSE RECREATION AND PARK DISTRICT
BETHEL ISLAND MUNICIPAL IMPROVEMENT DISTRICT
BYRON BRENTWOOD KNIGHTSEN UNION CEMETERY DIST
BYRON SANITARY DISTRICT
CASTLE ROCK COUNTY WATER DISTRICT
CENTRAL CONTRA COSTA SANITARY DISTRICT
CENTRAL CONTRA COSTA SOLID WASTE AUTHORITY
CENTRAL CONTRA COSTA TRANSIT AUTHORITY
CHILD ABUSE PREVENTION COUNCIL
CONTRA COSTA COUNTY FIRE PROTECTION DISTRICT
CONTRA COSTA COUNTY JOINT POWERS AUTHORITY FOR SELF-INSURANCE
CONTRA COSTA COUNTY SCHOOLS INSURANCE GROUP
CONTRA COSTA COUNTY SCHOOLS SELF INSURANCE GROUP
CONTRA COSTA MOSQUITO AND VECTOR CONTROL DISTRICT
CONTRA COSTA RESOURCE CONSERVATION DIST
CONTRA COSTA SOLANO COS SCHOOL DISTRICT SELF INS AUTH
CONTRA COSTA WATER DISTRICT
COSTA TRANSP AUTHORITY CONTRA
CROCKETT CARQUINEZ FIRE DEPARTMENT
Special District
75 Active
75
Organizations
ACALANES UNION HIGH SCHOOL DIST
ANTIOCH UNIFIED SCH DIST
BRENTWOOD SCHOOL DISTRICT
BYRON UNION ELEM SCH DIST
CANYON ELEM SCH DIST
CONTRA COSTA COMMUNITY COLLEGE DISTRICT
CONTRA COSTA CO SPL SCHS OPER BY CO SUPT
JOHN SWETT UNIFIED SCH DIST
KNIGHTSEN ELEM SCH DIST
LAFAYETTE ELEM SCH DIST
LIBERTY UNION HIGH SCHOOL DIST
MARTINEZ UNIFIED SCHOOL DISTRICT
MAYACAMAS CHARTER MIDDLE SCHOOL
MORAGA SCHOOL DISTRICT
MT. DIABLO UNIFIED SCHOOL DISTRICT
NAPA VALLEY COMMUNITY COLLEGE DISTRICT
OAKLEY UNION ELEMENTARY SCHOOL DISTRICT
ORINDA UNION ELEMENTARY SCHOOL DISTRICT
SAN JOAQUIN COUNTY OFFICE OF EDUCATION
WALNUT CREEK ELEM SCHOOL DISTRICT
ACALANES UNION HIGH SCHOOL DIST
ANTIOCH UNIFIED SCH DIST
BRENTWOOD SCHOOL DISTRICT
BYRON UNION ELEM SCH DIST
CANYON ELEM SCH DIST
CONTRA COSTA COMMUNITY COLLEGE DISTRICT
CONTRA COSTA CO SPL SCHS OPER BY CO SUPT
JOHN SWETT UNIFIED SCH DIST
KNIGHTSEN ELEM SCH DIST
LAFAYETTE ELEM SCH DIST
LIBERTY UNION HIGH SCHOOL DIST
MARTINEZ UNIFIED SCHOOL DISTRICT
MAYACAMAS CHARTER MIDDLE SCHOOL
MORAGA SCHOOL DISTRICT
MT. DIABLO UNIFIED SCHOOL DISTRICT
NAPA VALLEY COMMUNITY COLLEGE DISTRICT
OAKLEY UNION ELEMENTARY SCHOOL DISTRICT
ORINDA UNION ELEMENTARY SCHOOL DISTRICT
SAN JOAQUIN COUNTY OFFICE OF EDUCATION
WALNUT CREEK ELEM SCHOOL DISTRICT
ACALANES UNION HIGH SCHOOL DIST
ANTIOCH UNIFIED SCH DIST
BRENTWOOD SCHOOL DISTRICT
BYRON UNION ELEM SCH DIST
CANYON ELEM SCH DIST
CONTRA COSTA COMMUNITY COLLEGE DISTRICT
CONTRA COSTA CO SPL SCHS OPER BY CO SUPT
JOHN SWETT UNIFIED SCH DIST
KNIGHTSEN ELEM SCH DIST
LAFAYETTE ELEM SCH DIST
LIBERTY UNION HIGH SCHOOL DIST
MARTINEZ UNIFIED SCHOOL DISTRICT
MAYACAMAS CHARTER MIDDLE SCHOOL
MORAGA SCHOOL DISTRICT
MT. DIABLO UNIFIED SCHOOL DISTRICT
NAPA VALLEY COMMUNITY COLLEGE DISTRICT
OAKLEY UNION ELEMENTARY SCHOOL DISTRICT
ORINDA UNION ELEMENTARY SCHOOL DISTRICT
SAN JOAQUIN COUNTY OFFICE OF EDUCATION
WALNUT CREEK ELEM SCHOOL DISTRICT
School District
20 Active
20
Organizations
10000 LUNCHES
100 PROFESSIONAL MEN OF THE CENTRAL VALLEY
1157 PINOLE HERCULES CA
122 CENTRAL MARIN BRANCH
180 COUNSELING CENTER INC
184 FLYING CLUB INC
1984 Grupe Fair Fund
1C13 PRODUCTION INC
1LIFE2CONNECT
1ST NORTHERN CALIFORNIA CREDIT UNION
1 UNITED GRAND LODGE AND CHAPTER
209 DIAMOND SPORTS INC
21ST CENTURY LTD
224 COMMITTEE INC
2COACHU
2G SF
2MIPeople Inc
303 RE-PURPOSE INCORPORATED
360 CHURCH
3716 GLENBROOK ELEMENTARY PTA
10000 LUNCHES
100 PROFESSIONAL MEN OF THE CENTRAL VALLEY
1157 PINOLE HERCULES CA
122 CENTRAL MARIN BRANCH
180 COUNSELING CENTER INC
184 FLYING CLUB INC
1984 Grupe Fair Fund
1C13 PRODUCTION INC
1LIFE2CONNECT
1ST NORTHERN CALIFORNIA CREDIT UNION
1 UNITED GRAND LODGE AND CHAPTER
209 DIAMOND SPORTS INC
21ST CENTURY LTD
224 COMMITTEE INC
2COACHU
2G SF
2MIPeople Inc
303 RE-PURPOSE INCORPORATED
360 CHURCH
3716 GLENBROOK ELEMENTARY PTA
10000 LUNCHES
100 PROFESSIONAL MEN OF THE CENTRAL VALLEY
1157 PINOLE HERCULES CA
122 CENTRAL MARIN BRANCH
180 COUNSELING CENTER INC
184 FLYING CLUB INC
1984 Grupe Fair Fund
1C13 PRODUCTION INC
1LIFE2CONNECT
1ST NORTHERN CALIFORNIA CREDIT UNION
1 UNITED GRAND LODGE AND CHAPTER
209 DIAMOND SPORTS INC
21ST CENTURY LTD
224 COMMITTEE INC
2COACHU
2G SF
2MIPeople Inc
303 RE-PURPOSE INCORPORATED
360 CHURCH
3716 GLENBROOK ELEMENTARY PTA
Nonprofit Organization
6859 Active
6859
Organizations
Community Partners147 organizations
CONTRA COSTA COUNTRY DISTRICT ATTORNEY OFFICE
Municipal Government·MARTINEZ
CONTRA COSTA, COUNTY OF
Municipal Government·MARTINEZ
CONTRA COSTA, COUNTY OF
Municipal Government·MARTINEZ
CONTRA COSTA COUNTY PROBATION DEPARTMENT
Municipal Government·MARTINEZ
DELTA FARMS RECLAMATION DISTRICT NO. 2030
Municipal Government·STOCKTON
PITTSBURG, CITY OF
Municipal Government·PITTSBURG
RECLAMATION DISTRICT NO 1607
Municipal Government·PITTSBURG
RECLAMATION DISTRICT NO. 2074
Municipal Government·STOCKTON
RECLAMATION DISTRICT NO. 348
Municipal Government·STOCKTON
TBWIG
Municipal Government·RICHMOND
BETHEL ISLAND MUNICIPAL IMPROVEMENT DISTRICT
Special District·BETHEL ISLAND
BYRON BRENTWOOD KNIGHTSEN UNION CEMETERY DIST
Special District·BRENTWOOD
BYRON SANITARY DISTRICT
Special District·BYRON
CASTLE ROCK COUNTY WATER DISTRICT
Special District·WALNUT CREEK
CENTRAL CONTRA COSTA SANITARY DISTRICT
Special District·MARTINEZ
CHILD ABUSE PREVENTION COUNCIL
Special District·CONCORD
CONTRA COSTA COUNTY FIRE PROTECTION DISTRICT
Special District·CONCORD
CONTRA COSTA COUNTY JOINT POWERS AUTHORITY FOR SELF-INSURANCE
Special District·MARTINEZ
CONTRA COSTA COUNTY SCHOOLS SELF INSURANCE GROUP
Special District·NAPA
CONTRA COSTA SOLANO COS SCHOOL DISTRICT SELF INS AUTH
Special District·TORRANCE
CONTRA COSTA WATER DISTRICT
Special District·CONCORD
COSTA TRANSP AUTHORITY CONTRA
Special District·WALNUT CREEK
CROCKETT CARQUINEZ FIRE DEPARTMENT
Special District·CROCKETT
DELTA FARMS RECLAMATION DISTRICT 2024
Special District·STOCKTON
DELTA FERRY AUTHORITY
Special District·MARTINEZ
DIABLO COMMUNITY SERVICES DIST
Special District·DIABLO
DIABLO COMMUNITY SERVICES DISTRICT
Special District·DIABLO
DIABLO WATER DISTRICT
Special District·OAKLEY
EAST CONTRA COSTA COUNTY HABITAT CONSERVANCY
Special District·MARTINEZ
EAST CONTRA COSTA IRRIGATION DIST
Special District·BRENTWOOD
EAST CONTRA COSTA REGIONAL FEE AND FINANCING AUTHORITY
Special District·MARTINEZ
EAST COUNTY TRANSPORTATION IMPROVEMENT AUTHORITY
Special District·MARTINEZ
EASTERN CONTRA COSTA TRANSIT AUTHORITY
Special District·ANTIOCH
FIRST 5 CONTRA COSTA CHILDREN & FAMILIES COMMISSION
Special District·CONCORD
HEALTH HOUSING & HOMELESS
Special District·CONCORD
IRONHOUSE SANITARY DISTRICT
Special District·OAKLEY
KENSINGTON FIRE PROTECTION DISTRICT
Special District·KENSINGTON
KENSINGTON POLICE PROTECTION & COMMUNITY SERVICES DISTRICT
Special District·KENSINGTON
MORAGA-ORINDA FIRE PROTECTION DISTRICT
Special District·ORINDA
NAPA HOUSING AUTHORITY
Special District·NAPA
NAPA VALLEY TRANSPORTATION AUTHORITY
Special District·NAPA
PLEASANT HILL BART STATION LEASING AUTH
Special District·MARTINEZ
PLEASANT HILL-MARTINEZ JOINT FACILITIES AGENCY
Special District·MARTINEZ
RECLAMATION DISTRICT 2026
Special District·STOCKTON
CONTRA COSTA COMMUNITY COLLEGE DISTRICT
School District·PITTSBURG
CONTRA COSTA CO SPL SCHS OPER BY CO SUPT
School District·PLEASANT HILL
MAYACAMAS CHARTER MIDDLE SCHOOL
School District·NAPA
10000 LUNCHES
Nonprofit Organization·Moraga
100 PROFESSIONAL MEN OF THE CENTRAL VALLEY
Nonprofit Organization·stockton
1157 PINOLE HERCULES CA
Nonprofit Organization·Pinole
122 CENTRAL MARIN BRANCH
Nonprofit Organization·Orinda
180 COUNSELING CENTER INC
Nonprofit Organization·walnut creek
184 FLYING CLUB INC
Nonprofit Organization·Concord
1984 Grupe Fair Fund
Nonprofit Organization·Stockton
1C13 PRODUCTION INC
Nonprofit Organization·ANTIOCH
1LIFE2CONNECT
Nonprofit Organization·LAFAYETTE
1ST NORTHERN CALIFORNIA CREDIT UNION
Nonprofit Organization·MARTINEZ
1 UNITED GRAND LODGE AND CHAPTER
Nonprofit Organization·ANTIOCH
209 DIAMOND SPORTS INC
Nonprofit Organization·STOCKTON
21ST CENTURY LTD
Nonprofit Organization·Martinez
224 COMMITTEE INC
Nonprofit Organization·Lafayette
2COACHU
Nonprofit Organization·El Cerrito
2G SF
Nonprofit Organization·WALNUT CREEK
2MIPeople Inc
Nonprofit Organization·CONCORD
303 RE-PURPOSE INCORPORATED
Nonprofit Organization·Orinda
360 CHURCH
Nonprofit Organization·STOCKTON
3716 GLENBROOK ELEMENTARY PTA
Nonprofit Organization·Oakley
3 ANGELS CHILDREN & FAMILY SERVICES INC
Nonprofit Organization·NAPA
3 SQUARE MEALS
Nonprofit Organization·Antioch
40S PLUS SINGLES
Nonprofit Organization·Antioch
4 BESTLIFE
Nonprofit Organization·STOCKTON
4EVER ME FOUNDATION
Nonprofit Organization·Antioch
4-H CLUBS & AFFILIATED 4 H ORGANIZATION
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton