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Building 2A.T. LLOYD'S, INC

Map pinSEATTLE, WA
Phone206-443-6214
NotebookSEC #801-131783
Total AUM
$118.6M
Employees
2
Clients
410

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
348 W OLYMPIC PLACE
#103
SEATTLE
WA 98119
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
206-443-6214

ReceiptFinancials

Total AUM
$118.6M
Accounts
538
Discretionary
$118.6M
Accounts
538
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
380
AUM
$66.3M
HNW Individual Clients
28
AUM
$52.3M
Charitable Organization Clients
2
AUM
$821

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
AKCANJORWA

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

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