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THE LLOYD ADVISORY GROUP
3575 Lawrenceville Suwanee Road
Suwanee, Georgia 30024
Tel: 770-932-0387
About THE LLOYD ADVISORY GROUP
THE LLOYD ADVISORY GROUP, formally registered with the SEC as THE LLOYD ADVISORY GROUP. The firm was established in 07/26/2019. They have over 3 offices throughout the country.
THE LLOYD ADVISORY GROUP is a Suwanee, Georgia based Financial Planning firm with nearly $299,676,117 assets under management, offering retirement planning & investment advisory services to 2486 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150582 |
| SEC# | 801-117056 |
| Assets Managed by Firm | $299,676,117 |
| No. of Clients | 2486 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2486 | $299,676,117 |
| Individuals (other than high net worth individuals) | 1079 | $293,625,751 |
| Pension and profit sharing plans | 88 | $5,762,829 |
| Corporations or other businesses | 1 | $287,537 |
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