Thomaslloyd Global Asset (Americas) LLC is a large advisory firm based in Pleasantville. It manages $88.34 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.
Thomaslloyd Global Asset (Americas) provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thomaslloyd Global Asset (Americas) LLC is $88.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Thomaslloyd Global Asset (Americas) LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas Lloyd Brennan has been acting as President since 1 Jan 2003. Thomaslloyd Group Plc joined the executive team most recently as the Owner.
The principal office where Thomaslloyd Global Asset (Americas) LLC performs its advisory services is located at 427 Bedford Road, Pleasantville, NY 10570, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-773-7888 or by fax 914-773-7887. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.thomas-lloyd.com.