Home
›
Firms
›
LLOYD HARBOR CAPITAL MANAGEMENT, LLC
LLOYD HARBOR CAPITAL MANAGEMENT, LLC
COLD SPRING HARBOR, New York
·
2 registered advisors
·
CRD# 304646
SEC# 801-126200
1
631-246-0340
01
Firm Overview
AUM
$451M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at LLOYD HARBOR CAPITAL MANAGEMENT, LLC
2 registered advisors
Alexander Prylucki
COLD SPRING HARBOR, New York
CRD# 4298988
Timothy James Rotolo
COLD SPRING HARBOR, New York
CRD# 5161774
05
Office Locations
COLD SPRING HARBOR, New York
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. LLOYD HARBOR CAPITAL MANAGEMENT, LLC (CRD# 304646) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.