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Building 2THE LLOYD ADVISORY GROUP

Map pinSUWANEE, GA
Phone770-932-0387
NotebookSEC #801-117056
Total AUM
$437.6M
Employees
13
Clients
1,263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3575 LAWRENCEVILLE SUWANEE ROAD
SUWANEE
GA 30024
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
770-932-0387
Other Offices
2

ReceiptFinancials

Total AUM
$437.6M
Accounts
2,779
Discretionary
$437.6M
Accounts
2,779
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,142
AUM
$307.5M
HNW Individual Clients
60
AUM
$118.8M
Pension/Profit Sharing Plan Clients
60
AUM
$11M
Corporation or Business Clients
1
AUM
$241.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANCNENHSCTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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