LLOYD TEVIS INVESTMENTS, LLC
CRD #323061 SEC #801-126660 LAFAYETTE, CA 415-237-1895
SEC Registered
Total AUM
$297K
Discretionary
$0
Employees
4
Clients
1
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $297K | $0 | $297K | 4 | 0 |
| Mar 2023 | $250K | $0 | $250K | 5 | 0 |
| Oct 2022 | $0 | $0 | $0 | 5 | 0 |
| Aug 2022 | $0 | $0 | $0 | 5 | 0 |
DateMar 2024
Total AUM$297K
Discretionary$0
Non-Disc.$297K
Employees4
Clients0
DateMar 2023
Total AUM$250K
Discretionary$0
Non-Disc.$250K
Employees5
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0