The Lloyd Group
Suwanee, Georgia
4.2
11 Reviews
The Lloyd Group, based out of Suwanee, GA, is a prominent local investment advisory firm that operates from three strategically located offices. With a team of 13 dedicated professionals, including five expert investment advisors, they offer comprehensive advisory services to a diverse client base. Demonstrating their proficiency, The Lloyd Group manages an average of $50,330,000 in assets per investment advisor, which aligns with the industry standard. The firm's compensation structure comprises various methods, such as a percentage of assets under management, ensuring a mutually beneficial arrangement with their clients. Notabl...
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Assets Under Mgmt

$251.63M

Investment Professionals

5

Locations

2

% 401K & Individual

71%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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