Loam Company provides licensed, professional fiduciary services. Trust and estate administration are the primary services we offer. Financial planning and certain services for fiduciaries are also offered. Our mission is to provide superior service to a select few clients. Principal Marv Watkins supplies these services. Marv is a Licensed California Professional Fiduciary (No 468); a Certified Financial Planner TM (No 103656); a FINRA Approved Dispute Resolution Arbitrator (No A58852); and was a CTEC licensed professional tax preparer.
View Top Employees from Loam CompanyWebsite | http://www.loam.com |
Revenue | $3 million |
Employees | View employees |
Address | PO Box 1109, Los Gatos, California 95031, US |
Phone | (408) 373-9085 |
Industry | Finance General, Finance |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Loam Company annual revenue was $3 million in 2024.
Loam Company is based in Los Gatos, California.
The NAICS codes for Loam Company are [52, 523].
The SIC codes for Loam Company are [62].