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Lloyds Intrepid Logo
Lloyds Intrepid CB Rank
1981060
Heat Score
48
Lloyds Intrepid specializes in financial planning, risk management, cash-flow planning, and tax strategies.
Founded
obfuscation
Private The Woodlands, Texas, United States1-10 www.lloydsintrepid.com
Finance
Financial Services
Insurance
Retirement
Risk Management
Wealth Management
Overview

Lloyds Intrepid
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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About Lloyds Intrepid

CB Rank
1981060
Lloyds Intrepid specializes in financial planning, risk management, cash-flow planning, and tax strategies.
Founded
obfuscation
Private The Woodlands, Texas, United States1-10 www.lloydsintrepid.com
Finance
Financial Services
Insurance
Retirement
Risk Management
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number 1 281-886-3039
Contact Email info@lloydsintrepid.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that integrates personal and financial circumstances to create a holistic plan addressing goals, risk tolerance, and time horizons.
Portfolio Construction & Risk Management
A service that builds investment portfolios aligned with client risk tolerance and long-term plans, incorporating asset allocation and tax considerations.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

IT Spend

$88.1KThis year, Lloyds Intrepid is projected to spend $88.1K on IT, according to Aberdeen.

Active Website Tech Count

3Lloyds Intrepid is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Lloyds Intrepid's headquarters? Lloyds Intrepid is located in The Woodlands, Texas, United States.Who are Lloyds Intrepid's competitors? Alternatives and possible competitors to Lloyds Intrepid may include Sherwood Financial Partners, Kramer Wealth Managers, and  Cary Stamp & Co.
Who We Are
What We Do
Helpful Links
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