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Building 2LOYD FINANCIAL MANAGEMENT INC.

Map pinCENTENNIAL, CO
Phone303-779-0987
NotebookSEC #801-129710
Total AUM
$133.5M
Employees
2
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7475 EAST PEAKVIEW AVENUE,
BUILDING 10
CENTENNIAL
CO 80111
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
303-779-0987

ReceiptFinancials

Total AUM
$133.5M
Accounts
493
Discretionary
$0
Accounts
0
Non-Discretionary
$133.5M
Accounts
493

ContactClients

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Individual Clients
96
AUM
$35.2M
HNW Individual Clients
53
AUM
$97.8M
Charitable Organization Clients
1
AUM
$546.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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