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Loyd Financial Management Inc.

● SEC registered since 2024CRD 112236SEC# 801-129710Centennial, CO
Export (members)
Reg. AUM
$115.4M
Employees
2
Accounts
489
Location
Centennial, CO

Loyd Financial Management Inc. assets under management

Loyd Financial Management Inc. is an SEC-registered investment adviser based in Centennial, CO. The firm has been registered since 2024. It reports $115.4 million in regulatory assets under management and employs 2 people.
www.loydfinancial.comView on SEC.gov ↗

Loyd Financial Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Donald Phillip Loyd ControlCco/PresidentOver 75%1998

Frequently asked questions

How much does Loyd Financial Management Inc. manage?

Loyd Financial Management Inc. reports $115.4 million in regulatory assets under management on its Form ADV.

How many employees does Loyd Financial Management Inc. have?

Loyd Financial Management Inc. reports 2 employees.

Where is Loyd Financial Management Inc. located?

Loyd Financial Management Inc. is based in Centennial, CO and has been SEC-registered since 2024.

Does Loyd Financial Management Inc. disclose fund performance?

Loyd Financial Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7475 East Peakview Avenue,, Building 10, Centennial, CO 80111
Phone303-779-0987
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$115.4M
Total (RAUM)$115.4M