Lloyd Tevis Investments, LLC
Lloyd Tevis Investments, LLC is an SEC-registered ria in Lafayette, CA with $435,000 assets under management (AUM, regulatory AUM), +46% over one year. See who owns Lloyd Tevis Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323061, SEC 801-126660, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $435,000 (2026-03-06)
- Firm type
- Ria
- Location
- Lafayette, CA
- Employees
- 4
- Clients
- 12
- CRD
- 323061
- Ownership
- ARCHIMEDES SYSTEMS, LLC; TORRE, NICHOLAS, GOODRICH; POULIN, WILLIAM, JON
How much AUM does Lloyd Tevis Investments, LLC have?
Lloyd Tevis Investments, LLC reported $435,000 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Lloyd Tevis Investments, LLC?
Disclosed owners and executives of Lloyd Tevis Investments, LLC include ARCHIMEDES SYSTEMS, LLC, TORRE, NICHOLAS, GOODRICH, POULIN, WILLIAM, JON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.