LLOYD HARBOR CAPITAL MANAGEMENT, LLC - Financial Advisor in New York, Cold Spring Harbor

Tel: 631-246-0340 44 Main Street Cold Spring Harbor, New York 11724

About LLOYD HARBOR CAPITAL MANAGEMENT, LLC

LLOYD HARBOR CAPITAL MANAGEMENT, LLC is a Cold Spring Harbor, New York based financial advisory firm with nearly $450,897,340 in assets under management and provides investment advisory services for 3 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

304646

Firm SEC#:

801-126200

Assets Under Management:

$450,897,340

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

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