LYLE & FORSYTH INVESTMENT MANAGERS

165 North Redwood Drive
Suite 208
San Rafael, California 94903-1974
Tel: 415-492-9240

About LYLE & FORSYTH INVESTMENT MANAGERS

LYLE & FORSYTH INVESTMENT MANAGERS, formally registered with the SEC as LYLE & FORSYTH INVESTMENT MANAGERS. The firm was established in 01/14/1982. They have over 1 offices throughout the country.

LYLE & FORSYTH INVESTMENT MANAGERS is a San Rafael, California based Financial Planning firm with nearly $203,489,691 assets under management, offering retirement planning & investment advisory services to 145 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	10603
SEC#	801-16717
Assets Managed by Firm	$203,489,691
No. of Clients	145
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	145	$203,489,691
High net worth individuals	76	$203,489,691

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