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Building 2LLOYD PARK, LLC

Map pin
Phone846-635-3951
NotebookSEC #801-111890
Total AUM
$167.9M
Employees
1
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
846-635-3951

ReceiptFinancials

Total AUM
$167.9M
Accounts
12
Discretionary
$167.9M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$409K
HNW Individual Clients
97
AUM
$162.9M
Charitable Organization Clients
1
AUM
$4.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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