A
$126.9M Total AUM
$126.9M Disc. AUM
-- 3Y CAGR
2 Employees
420 ADV. Clients
17 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-02-2008
- Office Locations
- 1
Office Locations
348 W. Olympic Place #103 Seattle WA
About A.t. Lloyd's, INC
A.t. Lloyd's, INC is a Seattle-based RIA. The firm has been operating for 17 years. Managing $126.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Principal.
Team overview
69 AVG AGE
$126.9M AVG AUM / ADVISOR
$302.1K AVG AUM / CLIENT
17.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Owner & Executives
ANAMARIA TERESA LLOYD
Chief Compliance Officer, Owner, President
- CRD
- #1145268
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,868,848 | $220,501 |
| Non-Discretionary | $0 | -- |
| Total | $126,868,848 | $220,501 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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