Lloyd Advisory Services is an investment advisor in Suwanee with $278.41 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262614687
SEC advisor number
801-117056
FINRA CRD number
150582
AUM ?
$278.41 mm
(as of 17 Nov 22)
Accounts
2,256
(as of 17 Nov 22)
Employees
13
(4 investment advisory or research)
Address
Lloyd Advisory Services
3575 LAWRENCEVILLE SUWANEE ROAD
SUWANEE
GA 30024
3575 LAWRENCEVILLE SUWANEE ROAD
SUWANEE
GA 30024
Office hours
Monday - Friday, 8AM-5PM
Phone
770-932-0387
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
the Lloyd Group, Inc. | Owner | 06/2009 | > 75% |
Lloyd, Mark, Alan | CEO | 06/1995 | > 75% |
Jones, Andrew, Burton | Chief Compliance Officer | 06/2009 | < 5% |
Lloyd, Mark, Alan | Chief Executive Officer | 06/2009 | < 5% |
Morris, James, Blake | Chief Operating Officer | 06/2009 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Aug 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21