Lof Lopez & Associates, LLC is an adviser based in Tucson. It manages $83.58 million of regulatory assets for 759 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Illinois, Nebraska, and Texas.
Lof Lopez & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and portfolio and account consultation services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lof Lopez & Associates, LLC is $83.58 million. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lof Lopez & Associates, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. 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.
Laurence Edward Lof has been acting as President since 1 May 2007. Christopher Jason Lopez joined the executive team most recently as the Chief Compliance Officer/Managing Member.
The principal office where Lof Lopez & Associates, LLC performs its advisory services is located at 4757 E. Camp Lowell Dr., Tucson, AZ 85712, 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 520-881-2523 or by fax 520-319-5940. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.lof-lopez.com.