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LLOYD TEVIS INVESTMENTS, LLC
CRD 323061 · SEC 801-126660
3658 MT DIABLO BLVD, SUITE 201, LAFAYETTE, CA, 94549, United States
Phone
415-237-1895
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$435K
Discretionary AUM
$0
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $435K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD