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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2015
- Office Locations
- 1
Office Locations
About Lloyd Tevis Investments, LLC
Lloyd Tevis Investments is an independent, SEC-registered RIA delivering online financial planning and personalized portfolio management using its proprietary Precision Investing technology. Built to support investors across life stages, including executives with complex needs, the firm tailors advice to an investor’s circumstances and balances portfolios while aiming to keep clients in existing holdings and custodians to reduce frictions. Founded by Nicolo G. Torre, PhD, CFA.
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Owner & Executives
WILLIAM JON POULIN
HEAD OF MARKETING, Senior Advisor
- CRD
- --
- Ownership
- Less than 5%
NICHOLAS GOODRICH TORRE
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $435,000 | $36,250 |
| Total | $435,000 | $36,250 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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