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A.T. LLOYD'S, INC
CRD 148225 · SEC 801-131783
348 W OLYMPIC PLACE, #103, SEATTLE, WA, 98119, United States
Phone
206-443-6214
Fax
206-374-1215
Registration
— (—)
Source
State registered
Total AUM
$126.9M
Discretionary AUM
$126.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 390 | $66.0M |
| High net worth individuals | 28 | $60.9M |
| Charitable organizations | 2 | $846 |
All web addresses on file
Official SEC filing: View on IAPD