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LLOYD FINANCIAL GROUP LLC
CRD 335332
9936 OLD UNION RD., UNION, KY, 41091, United States
Phone
(661) 556-9334
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.9M
Discretionary AUM
$19.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $3.6M |
| High net worth individuals | 5 | $16.3M |
All web addresses on file
Official SEC filing: View on IAPD