Lloyd Park is an investment advisor in Wilmette with $151.75 mm assets under management.
Company profile
Employees
Fiscal year end
SEC CIK
IRS number
471940895
SEC advisor number
801-111890
FINRA CRD number
174032
AUM ?
$151.75 mm
(as of 16 Dec 22)
Accounts
34
(as of 16 Dec 22)
Employees
3
(1 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sadzewicz, Gery, Joseph | Chief Compliance Officer | 11/2014 | < 5% |
Ford, Richard | Managing Member | 10/2014 | > 75% |
Latest filings (excl ownership)
No filings