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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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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