RIA Intelligence

A.T. LLOYD'S, INC

CRD #148225 SEC #801-131783 SEATTLE, WA 206-443-6214
SEC Registered
Total AUM
$118.6M
Discretionary
$118.6M
Employees
2
Clients
0
Accounts
538

Firm Details

Organization Type
Corporation
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 23, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LLOYD, ANAMARIA, TERESAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
LLOYD, ANAMARIA, TERESAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
LLOYD, ANAMARIA, TERESAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
LLOYD, ANAMARIA, TERESAIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 23, 2025 REGISTERED

Notice Filings (5)

AK CA NJ OR WA

Address

348 W OLYMPIC PLACE
#103
SEATTLE, WA 98119
United States
Phone: 206-443-6214