LOYD FINANCIAL MANAGEMENT INC.
CRD #112236 SEC #801-129710 CENTENNIAL, CO 303-779-0987
SEC Registered
Total AUM
$115.4M
Discretionary
$0
Employees
2
Clients
101
Accounts
489
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $115.4M | $0 | $115.4M | 2 | 0 |
| Feb 2025 | $115.4M | $0 | $115.4M | 2 | 0 |
| Feb 2024 | $103.5M | $0 | $103.5M | 2 | 0 |
DateAug 2025
Total AUM$115.4M
Discretionary$0
Non-Disc.$115.4M
Employees2
Clients0
DateFeb 2025
Total AUM$115.4M
Discretionary$0
Non-Disc.$115.4M
Employees2
Clients0
DateFeb 2024
Total AUM$103.5M
Discretionary$0
Non-Disc.$103.5M
Employees2
Clients0