Overview
Assets Under Management: $372 million
Headquarters: SUWANEE, GA
Frequently Asked Questions
LLOYD ADVISORY SERVICES, LLC 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 #150582), LLOYD ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
LLOYD ADVISORY SERVICES, LLC is headquartered in SUWANEE, GA.
According to their SEC Form ADV, LLOYD ADVISORY SERVICES, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LLOYD ADVISORY SERVICES, LLC manages $372 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, LLOYD ADVISORY SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Total Client Accounts: 2,660
Discretionary Accounts: 2,660
Regulatory Filings
CRD Number: 150582
Filing ID: 1945990
Last Filing Date: 2025-03-26 12:30:00
Website: https://kbc.team