LLOYD FINANCIAL GROUP LLC

Overview

Lloyd Financial Group LLC is an independent, domestic limited liability company that acts as a registered investment adviser to individuals and families. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include both percentage‑of‑assets and fixed fees. Lloyd Financial Group is not flagged as an active ESG investor, is not a multi‑state adviser, and does not position itself as a pension consultant or related adviser. The firm has an industry affiliation with an insurance company.

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Public Holdings

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Location & Offices