CRD: 112236
Loyd Financial Management Inc.
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-13-2018
- Office Locations
- 1
Office Locations
About Loyd Financial Management Inc.
Loyd Financial Management is a fee-only, independent RIA led by CFP(R) Donald P. Loyd (J.D., M.B.A.) providing comprehensive financial planning and investment advice for individuals in Colorado and across the U.S. Services include portfolio management and asset allocation, retirement and IRA rollover planning, tax and estate planning coordination, insurance needs reviews, and college planning. Custody includes Schwab and Vanguard.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DONALD PHILLIP LOYD
Advisor, Chief Compliance Officer, President
- CRD
- #1678089
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $133,543,388 | $270,879 |
| Total | $133,543,388 | $270,879 |
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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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