Lloyd Leith & Sawin Inc is a large advisory firm based in Wayne. It manages $180.76 million of regulatory assets for 313 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Lloyd Leith & Sawin provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Lloyd Leith & Sawin Inc is $180.76 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lloyd Leith & Sawin Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Lloyd Leith & Sawin Inc performs its advisory services is located at 230 Sugartown Rd Ste 150, Wayne, PA 19087, 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 610-964-0707 or by fax 610-964-0799. The normal business hours are 8 am to 5 pm on Monday - Friday.