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LLOYD PARK, LLC

· CRD 174032 · IAPD ↗ · 846-635-3951

$167.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2024 — LLOYD PARK, LLC reported RAUM up 41% ($117.9M -> $166.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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