A.T. LLOYD'S, INC

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Adviser Profile

Registration status Registration Changed to A.T. LLOYD'S, INC
As of Date 06/01/2025
Adviser Type
Number of Employees 2
of those in investment advisory functions 1
AUM* 118,629,577 36.70%
of that, discretionary 118,629,577 36.70%
Private Fund GAV* 0
Avg Account Size 220,501 29.84%
% High Net Worth 6.83% 25.10%
SMA’s No
Private Funds 0
Contact Info 206 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees