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Lloyd Leith & Sawin Inc (Wayne)


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.

Lloyd Leith & Sawin: assets under management

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 firm manages $173.62 million in discretionary accounts and $7.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $565.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.19 million.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wayne

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.


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