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A.T. Lloyd's, Inc.

EST. AUM
$126,868,848

CONTACTS
1

CLIENT ACCOUNTS
537

Firm Details

Metro area Seattle
CRD Number 148225
Website atlloydinc.com
Client types

Overview

A.T. Lloyd’s, Inc. is a Seattle-based, independent, fee-only registered investment advisory firm. Led by Anamaria T. Lloyd, CLU, ChFC, the firm specializes in managing retirement, personal, and business investment accounts. They offer discretionary portfolio management, allowing them to make investment decisions on behalf of clients to align with their financial goals. The firm charges a quarterly fee based on assets under management, with no commissions on equity trades and no minimum account size required. A.T. Lloyd’s, Inc. emphasizes personalized service and does not accept compensation from third-party product providers. They are available during business hours and by appointment on evenings and weekends.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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