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LLOYD TEVIS INVESTMENTS, LLC

Tel: 415-237-1895
3658 Mt Diablo Blvd, Suite 201
Lafayette, California  94549

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LLOYD TEVIS INVESTMENTS, LLC

LLOYD TEVIS INVESTMENTS, LLC is a Lafayette, California based financial advisory firm with nearly $297,000 in assets under management and provides investment advisory services for 3 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

323061

SEC#:

801-126660

No. of Clients:

3

Assets under Management

$297,000

No. of Advisors:

4

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