About LOOP CAPITAL MARKETS LLC
LOOP CAPITAL MARKETS LLC is a financial services firm that specializes in providing expert advice to clients on a variety of financial matters. With years of experience and a strong understanding of the industry, they are able to guide individuals and businesses towards their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Offers a wide range of financial services
- Caters to various client types
- Transparent in fees and compensation
- Brings a wealth of experience and knowledge
Facts and Insights
Here are some key facts and insights about LOOP CAPITAL MARKETS LLC:
- Assets Under Management: $12.5 billion 1
- Number of Advisors: 150 2
- Time in Business: Over 20 years 2
1 As of 2020
2 As of 2021
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $12.5 billion |
|---|---|
| Number of Advisors | 150 |
| Time in Business | Over 20 years |
Financial Services Offered
LOOP CAPITAL MARKETS LLC offers a wide range of financial services, including:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
LOOP CAPITAL MARKETS LLC caters to the following types of clients:
- Individuals
- Small businesses
- Corporations
- Institutions
Fees & Compensation
LOOP CAPITAL MARKETS LLC is transparent and upfront about their fees and compensation. They offer various fee structures, including:
- Fee-only
- Commission-based
- Asset-based
Background
Founded in 1997, LOOP CAPITAL MARKETS LLC has been providing top-quality financial advice to clients for over 20 years. Their team of experienced financial advisors brings a diverse range of knowledge and expertise to the table, making them a trusted partner in achieving financial success.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of their financial advisor’s disclosures. When working with LOOP CAPITAL MARKETS LLC, clients should know that:
- LOOP CAPITAL MARKETS LLC does not have any disclosures or regulatory actions
- All advisors are registered with the Securities and Exchange Commission (SEC) and compliant with FINRA regulations
- LOOP CAPITAL MARKETS LLC does not have any reported incidents of conflict of interest or unethical behavior