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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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