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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOYD, DONALD, PHILLIP | I | CCO/PRESIDENT | E | Control |
| LOYD, DONALD, PHILLIP | I | CCO/PRESIDENT | E | Control |
| LOYD, DONALD, PHILLIP | I | CCO/PRESIDENT | E | Control |
| LOYD, DONALD, PHILLIP | I | CCO/PRESIDENT | E | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (4)
CA CO MI TX
Address
7475 EAST PEAKVIEW AVENUE,BUILDING 10
CENTENNIAL, CO 80111
United States
Phone: 303-779-0987