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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| at Lloyd's Inc
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|---|---|
| CRD # | 148225 |
| SEC # | 801-131783 |
| CIK # | |
| AUM | $118.6 M (2025-05-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 206-443-6214 |
| Address | 348 W Olympic Place Seattle, WA 98119 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 380 | 66.3 |
| (b) Individuals (high net worth individuals) | 28 | 52.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 538 | 118.6 |
| By Discretionary | ||
| Discretionary | 538 | 118.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 538 | 118.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.6 | |
| Total | 538 | 118.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aventine Financial Group LLC
✚
|
PA | 0.1 |
|
Immaculate Wealth Management LLC
✚
|
AZ | 0.1 |
|
Springboard Asset Management LLC
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CT | 0.1 |
|
Chastain Wealth Management LLC
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|
0.1 | |
|
Lane Generational LLC
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|
0.1 | |
|
Safran Wealth Advisors LLC
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|
NY | 0.1 |
|
Broadstreet Global Advisors Inc
✚
|
NY | 0.1 |
|
Certified Financial Strategies Corporation
✚
|
TX | 0.1 |
|
Peace of MIND Financial Inc
✚
|
CO | 0.1 |
|
Calder Financial LLC
✚
|
0.1 |