Overview
Assets Under Management: $119 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 28
Average Client Assets: $1.9 million
Frequently Asked Questions
A.T. LLOYD'S, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148225), A.T. LLOYD'S, INC is subject to fiduciary duty under federal law.
A.T. LLOYD'S, INC is headquartered in SEATTLE, WA.
A.T. LLOYD'S, INC serves 28 high-net-worth clients according to their SEC filing dated May 23, 2025. View client details ↓
According to their SEC Form ADV, A.T. LLOYD'S, INC offers portfolio management for individuals. View all service details ↓
A.T. LLOYD'S, INC manages $119 million in client assets according to their SEC filing dated May 23, 2025.
According to their SEC Form ADV, A.T. LLOYD'S, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.08%
Average Client Assets: $1.9 million
Total Client Accounts: 538
Discretionary Accounts: 538
Regulatory Filings
CRD Number: 148225
Filing ID: 1992889
Last Filing Date: 2025-05-23 14:13:00