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A.t. Lloyd's, Inc

CRD 148225SEC# 801-131783Seattle, WA
Export (members)
No longer SEC-registered. A.t. Lloyd's, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$118.6M
Employees
2
Accounts
538
Location
Seattle, WA

A.t. Lloyd's, Inc assets under management

A.t. Lloyd's, Inc is an investment advisory firm registered with the SEC based in Seattle, WA. It reports $118.6 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

A.t. Lloyd's, Inc owners & executives

1 reported
NameTitleOwnershipSince
Anamaria Teresa Lloyd ControlPresident & Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does A.t. Lloyd's, Inc manage?

A.t. Lloyd's, Inc reports $118.6 million in regulatory assets under management on its Form ADV.

How many employees does A.t. Lloyd's, Inc have?

A.t. Lloyd's, Inc reports 2 employees.

Where is A.t. Lloyd's, Inc located?

A.t. Lloyd's, Inc is based in Seattle, WA.

Does A.t. Lloyd's, Inc disclose fund performance?

A.t. Lloyd's, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address348 W Olympic Place, #103, Seattle, WA 98119
Office hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$118.6M
Non-discretionary$0
Total (RAUM)$118.6M