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LOYD FINANCIAL MANAGEMENT INC.

CENTENNIAL, CO · CRD 112236 · IAPD ↗ · loydfinancial.com · 303-779-0987

$133.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2024 — LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.