Loeser D R & Co Inc (Jacksonville)

Name: Loeser D R & Co Inc
Address: 3712 St. John's Ave., Jacksonville, FL, 32205
Telephone: 904-389-1922

Loeser D R & Co Inc is an adviser based in Jacksonville. It manages $6.35 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maine, Massachusetts, and New Hampshire.

Loeser D R & provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Loeser D R &: assets under management

The assets under management (AUM) of Loeser D R & Co Inc is $6.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $109.45 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Loeser D R & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Loeser D R & Co Inc

David Richard Loeser has been acting as President since 1 Jul 1997. James Deacon Loeser joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Richard Loeser	President	1 Jul 1997	Other	1008954
James Deacon Loeser	Vice president	1 Jul 1997	Other	1232243
Loese Limited Partnership	Partnership	1 Jan 2001	75% - 100%	02-0525605
James Deacon Loeser	President	1 Jun 2003	Other	1232243
Jr. David Richard Loeser	Vice president	1 Jun 2003	Other	4393460

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
James Deacon Loeser	Limited partner	1 Jan 2001	25% - 50%	1232243
Jr. David Richard Loeser	Limited partner	1 Jan 2001	25% - 50%	4393460
Esmc Llc	General partner	1 Jan 2001	Other	02-0525604
David Richard Loeser	Designated manager	1 Jan 2001	Other	1008954

Based in Jacksonville

The principal office where Loeser D R & Co Inc performs its advisory services is located at 3712 St. John's Ave., Jacksonville, FL 32205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-389-1922 or by fax 904-389-1922. The normal business hours are 9am-4pm on Monday - Friday. You can find more information about the New York firm at drloeser.com.