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Lloyd Advisory Services, LLC

● SEC registered since 2019CRD 150582SEC# 801-117056Suwanee, GA
Export (members)
Reg. AUM
$371.8M
Employees
16
Accounts
2,660
Location
Suwanee, GA

Lloyd Advisory Services, LLC assets under management

Lloyd Advisory Services, LLC operates as an SEC-registered investment adviser based in Suwanee, GA. The firm has been registered since 2019. It reports $371.8 million in regulatory assets under management and employs 16 people.
lloydadvisorygroup.comView on SEC.gov ↗

Lloyd Advisory Services, LLC owners & executives

6 reported
NameTitleOwnershipSince
Dennis Richard MasonChief Compliance OfficerUnder 5%2024
Mark Alan Lloyd ControlChief Executive OfficerUnder 5%2009
The Lloyd Advisory Group, LLC ControlMemberOver 75%2009
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Frequently asked questions

How much does Lloyd Advisory Services, LLC manage?

Lloyd Advisory Services, LLC reports $371.8 million in regulatory assets under management on its Form ADV.

How many employees does Lloyd Advisory Services, LLC have?

Lloyd Advisory Services, LLC reports 16 employees.

Where is Lloyd Advisory Services, LLC located?

Lloyd Advisory Services, LLC is based in Suwanee, GA and has been SEC-registered since 2019.

Does Lloyd Advisory Services, LLC disclose fund performance?

Lloyd Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3575 Lawrenceville Suwanee Road, Suwanee, GA 30024
Phone770-932-0387
Fax770-932-0351
Office hours8a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1802474
Discloses disciplinary historyNo

Assets under management

Discretionary$371.8M
Non-discretionary$0
Total (RAUM)$371.8M