Active
THE LLOYD ADVISORY GROUP
Investment Advice|SUWANEE, GA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$371.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 371.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 150582 |
| SEC Number | 801-117056 |
| Street Address | 3575 LAWRENCEVILLE SUWANEE ROAD |
| Location | SUWANEE, GA 30024 |
| Country | United States |
| Phone | 770-932-0387 |
| Fax | 770-932-0351 |
| Total Employees | 16 |
Client Count by Type (1,260 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,160 |
| Pension/Profit Sharing Pl… | 98 |
| Corporations/Businesses | 2 |
Community Partners
CITY OF BERKELEY LAKE
CITY OF BUFORD
CITY OF DACULA
CITY OF DULUTH
CITY OF GRAYSON
CITY OF LAWRENCEVILLE
CITY OF LILBURN
CITY OF LOGANVILLE
CITY OF PEACHTREE CORNERS
CITY OF SNELLVILLE
CITY OF SUGAR HILL
CITY OF SUWANEE
COUNTY OF GWINNETT
TOWN OF REST HAVEN
CITY OF BERKELEY LAKE
CITY OF BUFORD
CITY OF DACULA
CITY OF DULUTH
CITY OF GRAYSON
CITY OF LAWRENCEVILLE
CITY OF LILBURN
CITY OF LOGANVILLE
CITY OF PEACHTREE CORNERS
CITY OF SNELLVILLE
CITY OF SUGAR HILL
CITY OF SUWANEE
COUNTY OF GWINNETT
TOWN OF REST HAVEN
CITY OF BERKELEY LAKE
CITY OF BUFORD
CITY OF DACULA
CITY OF DULUTH
CITY OF GRAYSON
CITY OF LAWRENCEVILLE
CITY OF LILBURN
CITY OF LOGANVILLE
CITY OF PEACHTREE CORNERS
CITY OF SNELLVILLE
CITY OF SUGAR HILL
CITY OF SUWANEE
COUNTY OF GWINNETT
TOWN OF REST HAVEN
Municipal Government
14 Active
14
Organizations
BUFORD CITY HOUSING AUTHORITY
EVERMORE COMMUNITY IMPROVEMENT DISTRICT
GATEWAY 85 GWINNETT COMMUNITY IMPROVEMENT DISTRICT
GEORGIA SCHOOL BOARDS ASSOC RISK INSURANCE MANAGEMENT SYSTEM
GWINNETT COUNTY HOUSING AUTHORITY
GWINNETT COUNTY SOIL AND WATER CONSERVATION DISTRICT
GWINNETT COUNTY SOIL & WATER CONSERVATION DISTRICT
GWINNETT COUNTY STORMWATER AUTHORITY
GWINNETT PLACE COMMUNITY IMPROVEMENT DISTRICT
GWINNETT-ROCKDALE-NEWTON COMMUNITY SERVICE BOARD
HOSPITAL AUTHORITY OF GWINNETT COUNTY
HOUSING AUTH OF THE CITY OF SUGAR HILL
LAWRENCEVILLE CITY HOUSING AUTHORITY
LILBURN COMMUNITY IMPROVEMENT DISTRICT
LOGANVILLE HOUSING AUTHORITY
NORCROSS HOUSING AUTHORITY
SUGARLOAF COMMUNITY IMPROVEMENT DISTRICT
BUFORD CITY HOUSING AUTHORITY
EVERMORE COMMUNITY IMPROVEMENT DISTRICT
GATEWAY 85 GWINNETT COMMUNITY IMPROVEMENT DISTRICT
GEORGIA SCHOOL BOARDS ASSOC RISK INSURANCE MANAGEMENT SYSTEM
GWINNETT COUNTY HOUSING AUTHORITY
GWINNETT COUNTY SOIL AND WATER CONSERVATION DISTRICT
GWINNETT COUNTY SOIL & WATER CONSERVATION DISTRICT
GWINNETT COUNTY STORMWATER AUTHORITY
GWINNETT PLACE COMMUNITY IMPROVEMENT DISTRICT
GWINNETT-ROCKDALE-NEWTON COMMUNITY SERVICE BOARD
HOSPITAL AUTHORITY OF GWINNETT COUNTY
HOUSING AUTH OF THE CITY OF SUGAR HILL
LAWRENCEVILLE CITY HOUSING AUTHORITY
LILBURN COMMUNITY IMPROVEMENT DISTRICT
LOGANVILLE HOUSING AUTHORITY
NORCROSS HOUSING AUTHORITY
SUGARLOAF COMMUNITY IMPROVEMENT DISTRICT
BUFORD CITY HOUSING AUTHORITY
EVERMORE COMMUNITY IMPROVEMENT DISTRICT
GATEWAY 85 GWINNETT COMMUNITY IMPROVEMENT DISTRICT
GEORGIA SCHOOL BOARDS ASSOC RISK INSURANCE MANAGEMENT SYSTEM
GWINNETT COUNTY HOUSING AUTHORITY
GWINNETT COUNTY SOIL AND WATER CONSERVATION DISTRICT
GWINNETT COUNTY SOIL & WATER CONSERVATION DISTRICT
GWINNETT COUNTY STORMWATER AUTHORITY
GWINNETT PLACE COMMUNITY IMPROVEMENT DISTRICT
GWINNETT-ROCKDALE-NEWTON COMMUNITY SERVICE BOARD
HOSPITAL AUTHORITY OF GWINNETT COUNTY
HOUSING AUTH OF THE CITY OF SUGAR HILL
LAWRENCEVILLE CITY HOUSING AUTHORITY
LILBURN COMMUNITY IMPROVEMENT DISTRICT
LOGANVILLE HOUSING AUTHORITY
NORCROSS HOUSING AUTHORITY
SUGARLOAF COMMUNITY IMPROVEMENT DISTRICT
Special District
17 Active
17
Organizations
BUFORD IND SCH DIST
GWINNETT CO SCH DIST
GWINNETT COUNTY BOARD OF EDUCATION
GWINNETT COUNTY PUBLIC SCHOOLS
BUFORD IND SCH DIST
GWINNETT CO SCH DIST
GWINNETT COUNTY BOARD OF EDUCATION
GWINNETT COUNTY PUBLIC SCHOOLS
BUFORD IND SCH DIST
GWINNETT CO SCH DIST
GWINNETT COUNTY BOARD OF EDUCATION
GWINNETT COUNTY PUBLIC SCHOOLS
School District
4 Active
4
Organizations
0 TOLERANCE INC
101 ATHLETICS SPORTS ACADEMY INC
127 Legacy Foundation Inc
137 COMMUNITY DEVELOPMENT INC
1969 FOUNDATION
1 STATUS INC
20 20 QUEST
233rd Seabee Battalion Inc
237 SPIRITUALITY COUNSELING ASSOCIATION INC
25-35 CLUB
2820TEACH INC
28676449 LENDMARK FINANCIAL SERVICES
2BY2CANCER INC
2ND CHANCE AT LYFE OUTREACH CORPORATION
2ND CHANCE COMMUNITY SERVICE
360 FULL CIRCLE CORPORATION
3DPPE INC
3L Cultural Intelligence Group
41 SOUTH VOLLEYBALL CLUB INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
0 TOLERANCE INC
101 ATHLETICS SPORTS ACADEMY INC
127 Legacy Foundation Inc
137 COMMUNITY DEVELOPMENT INC
1969 FOUNDATION
1 STATUS INC
20 20 QUEST
233rd Seabee Battalion Inc
237 SPIRITUALITY COUNSELING ASSOCIATION INC
25-35 CLUB
2820TEACH INC
28676449 LENDMARK FINANCIAL SERVICES
2BY2CANCER INC
2ND CHANCE AT LYFE OUTREACH CORPORATION
2ND CHANCE COMMUNITY SERVICE
360 FULL CIRCLE CORPORATION
3DPPE INC
3L Cultural Intelligence Group
41 SOUTH VOLLEYBALL CLUB INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
0 TOLERANCE INC
101 ATHLETICS SPORTS ACADEMY INC
127 Legacy Foundation Inc
137 COMMUNITY DEVELOPMENT INC
1969 FOUNDATION
1 STATUS INC
20 20 QUEST
233rd Seabee Battalion Inc
237 SPIRITUALITY COUNSELING ASSOCIATION INC
25-35 CLUB
2820TEACH INC
28676449 LENDMARK FINANCIAL SERVICES
2BY2CANCER INC
2ND CHANCE AT LYFE OUTREACH CORPORATION
2ND CHANCE COMMUNITY SERVICE
360 FULL CIRCLE CORPORATION
3DPPE INC
3L Cultural Intelligence Group
41 SOUTH VOLLEYBALL CLUB INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
4292 Active
4292
Organizations
Community Partners85 organizations
CITY OF BERKELEY LAKE
Municipal Government·BERKELEY LAKE
CITY OF DACULA
Municipal Government·DACULA
CITY OF GRAYSON
Municipal Government·GRAYSON
CITY OF LAWRENCEVILLE
Municipal Government·LAWRENCEVILLE
CITY OF LILBURN
Municipal Government·LILBURN
CITY OF LOGANVILLE
Municipal Government·LOGANVILLE
CITY OF SUGAR HILL
Municipal Government·SUGAR HILL
CITY OF SUWANEE
Municipal Government·SUWANEE
COUNTY OF GWINNETT
Municipal Government·LAWRENCEVILLE
TOWN OF REST HAVEN
Municipal Government·BUFORD
BUFORD CITY HOUSING AUTHORITY
Special District·BUFORD
GWINNETT COUNTY HOUSING AUTHORITY
Special District·LAWRENCEVILLE
GWINNETT COUNTY SOIL AND WATER CONSERVATION DISTRICT
Special District·ATHENS
GWINNETT COUNTY SOIL & WATER CONSERVATION DISTRICT
Special District·LAWRENCEVILLE
GWINNETT COUNTY STORMWATER AUTHORITY
Special District·LAWRENCEVILLE
HOSPITAL AUTHORITY OF GWINNETT COUNTY
Special District·LAWRENCEVILLE
HOUSING AUTH OF THE CITY OF SUGAR HILL
Special District·LAWRENCEVILLE
LOGANVILLE HOUSING AUTHORITY
Special District·LOGANVILLE
NORCROSS HOUSING AUTHORITY
Special District·NORCROSS
SUGARLOAF COMMUNITY IMPROVEMENT DISTRICT
Special District·DULUTH
GWINNETT COUNTY BOARD OF EDUCATION
School District·SUWANEE
GWINNETT COUNTY PUBLIC SCHOOLS
School District·SUWANEE
0 TOLERANCE INC
Nonprofit Organization·Suwanee
101 ATHLETICS SPORTS ACADEMY INC
Nonprofit Organization·SNELLVILLE
127 Legacy Foundation Inc
Nonprofit Organization·Snellville
137 COMMUNITY DEVELOPMENT INC
Nonprofit Organization·Lawrenceville
1969 FOUNDATION
Nonprofit Organization·BUFORD
1 STATUS INC
Nonprofit Organization·Suwanee
20 20 QUEST
Nonprofit Organization·DULUTH
233rd Seabee Battalion Inc
Nonprofit Organization·Loganville
237 SPIRITUALITY COUNSELING ASSOCIATION INC
Nonprofit Organization·LAWRENCEVILLE
25-35 CLUB
Nonprofit Organization·Snellville
2820TEACH INC
Nonprofit Organization·Loganville
28676449 LENDMARK FINANCIAL SERVICES
Nonprofit Organization·Lawrenceville
2BY2CANCER INC
Nonprofit Organization·Duluth
2ND CHANCE AT LYFE OUTREACH CORPORATION
Nonprofit Organization·Lawrenceville
2ND CHANCE COMMUNITY SERVICE
Nonprofit Organization·Snellville
360 FULL CIRCLE CORPORATION
Nonprofit Organization·Snellville
3DPPE INC
Nonprofit Organization·DULUTH
3L Cultural Intelligence Group
Nonprofit Organization·Lawrenceville
41 SOUTH VOLLEYBALL CLUB INC
Nonprofit Organization·Lawrenceville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Lawrenceville
4 HUMAN RIGHTS NATIONAL PRO BLACK COALITION
Nonprofit Organization·Lilburn
4LOVE INCORPORATED
Nonprofit Organization·LAWRENCEVILLE
4TH CLOVER EVENTS
Nonprofit Organization·Lawrenceville
4 TRUSITES INC
Nonprofit Organization·Loganville
50 LEMONS CHILDRENS HEALTHCARE
Nonprofit Organization·SNELLVILLE
50 SHADES OF PINK FOUNDATION INC
Nonprofit Organization·DULUTH
7-1-25 INC
Nonprofit Organization·Snellville
7TH HEAVEN MINISTRIES INC
Nonprofit Organization·Lawrenceville
A1C FITNESS INC
Nonprofit Organization·Lawrenceville
A1 SPORTS FOUNDATION INC
Nonprofit Organization·SNELLVILLE
A1 SPORTS FOUNDATION INC
Nonprofit Organization·Snellville
A2618 INC
Nonprofit Organization·LILBURN
AAA PARTNERS IN ADOPTION INC
Nonprofit Organization·SUWANEE
AACHEN HOME CARE LIBERIA INC
Nonprofit Organization·Lawrenceville
AASHAYEIN INCORPORATED
Nonprofit Organization·DULUTH
ABATEK AMERICAS INC
Nonprofit Organization·DULUTH
ABBA HOUSE OUTREACH MINISTRIES INC
Nonprofit Organization·Lawrenceville
Abbotts Hill Elementary School PTA
Nonprofit Organization·Duluth
ABERDEEN SWIM TEAM
Nonprofit Organization·SUWANEE
ABILITYQUEST INC
Nonprofit Organization·Lawrenceville
ABLED AMPUTEES OF AMERICA CORP
Nonprofit Organization·Lilburn
A BLESSING TO THE NATIONS
Nonprofit Organization·SUWANEE
ABOVE THE RIM BUFORD
Nonprofit Organization·Buford
ABRAR CULTURAL CENTER INC
Nonprofit Organization·LAWRENCEVILLE
A BRIDGE OVER TROUBLED WATERS INC
Nonprofit Organization·LAWRENCEVILLE
ABUNDANCE OF SERVANTHOOD MINISTRIES NONPROFIT ORGANIZATION
Nonprofit Organization·LAWRENCEVILLE
ACACIA MISSIONS LTD
Nonprofit Organization·LAWRENCEVILLE
ACADEMIC & CULTURAL ENRICHMENT
Nonprofit Organization·Duluth
ACADEMY OF KUCHIPUDI DANCE INC.
Nonprofit Organization·SUWANEE
ACADEMY OF SIKH STUDIES INC
Nonprofit Organization·Lilburn