RIA Intel›Advisers›Massachusetts›GEOFFREY C. LOYND

GEOFFREY C. LOYND

Advisory

MARBLEHEAD, MA

Data as of Oct 14, 2025 · Source: SEC Form ADV

Rank in MA

#1,324

of 1,590 advisers by AUM

Average account

$667K

across 36 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 14, 2025.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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