at Lloyd's Inc

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at Lloyd's Inc ✚
CRD #	148225
SEC #	801-131783
CIK #
AUM
Employees	2 (50% Investors, 0% Brokers)
Phone	206-443-6214
Address	348 W Olympic Place Seattle, WA 98119
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	380	66.3
(b) Individuals (high net worth individuals)	28	52.3
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	2	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	538	118.6
By Discretionary
Discretionary	538	118.6
Non-Discretionary	0	0.0
Total	538	118.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		118.6
Total	538	118.6

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Retail

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Assets, Funds, Holdings