Loop Investment Advisors LLC

Overview

Loop Investment Advisors LLC is an Illinois-registered limited liability company that provides financial planning and portfolio management services. The firm’s stated client base is institutional, though its advisory activities emphasize planning and portfolio management for individuals and small businesses. Ownership is listed as a mix of a domestic entity and an individual. Compensation arrangements include asset-based fees, fixed fees, and performance-based fees. Loop does not present itself as an ESG-focused manager, and it is organized to operate out of a single state rather than as a multi-state adviser. The firm lists affiliations with a broker‑dealer and a law firm.

Assets & Accounts

Investments & Alternatives

Location & Offices