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Building 2LLOYD TEVIS INVESTMENTS, LLC

Map pinLAFAYETTE, CA
Phone415-237-1895
NotebookSEC #801-112363
Total AUM
$0
Employees
5
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3658 MT DIABLO BLVD
SUITE 201
LAFAYETTE
CA 94549
United States
Operating Hours
9:30AM - 4PM
Monday - Friday
Phone
415-237-1895

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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