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Building 2LLOYD TEVIS INVESTMENTS, LLC

Map pinLAFAYETTE, CA
Phone415-237-1895
NotebookSEC #801-126660
Total AUM
$435K
Employees
4
Clients
12

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
9-5
Monday - Friday
Phone
415-237-1895

ReceiptFinancials

Total AUM
$435K
Accounts
12
Discretionary
$0
Accounts
0
Non-Discretionary
$435K
Accounts
12

ContactClients

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Individual Clients
12
AUM
$435K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly 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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