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LYONS INVESTMENT MANAGEMENT
280 W Canton Ave
Suite 430
Winter Park, Florida 32789
Tel: 386-775-1177
About LYONS INVESTMENT MANAGEMENT
LYONS INVESTMENT MANAGEMENT, formally registered with the SEC as LYONS INVESTMENT MANAGEMENT. The firm was established in 02/19/2013. They have over 2 offices throughout the country.
LYONS INVESTMENT MANAGEMENT is a Winter Park, Florida based Financial Planning firm with nearly $61,637,222 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166788 |
| SEC# | 801-77614 |
| Assets Managed by Firm | $61,637,222 |
| No. of Clients | 63 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 63 | $61,637,222 |
| Individuals (other than high net worth individuals) | 18 | $8,402,731 |
| High net worth individuals | 13 | $39,242,342 |
| Pension and profit sharing plans | 1 | $978,676 |
| Corporations or other businesses | 2 | $9,749,193 |
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