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Home > Retirement Planners > florida > winter park > LYONS WEALTH MANAGEMENT
LYONS WEALTH MANAGEMENT
280 W. Canton Ave Ste 430
Winter Park, Florida 32789
Tel: 407 951 8710
About LYONS WEALTH MANAGEMENT
LYONS WEALTH MANAGEMENT, formally registered with the SEC as LYONS WEALTH MANAGEMENT. The firm was established in 07/28/2009. They have over 1 offices throughout the country.
LYONS WEALTH MANAGEMENT is a Winter Park, Florida based Financial Planning firm with nearly $159,658,690 assets under management, offering retirement planning & investment advisory services to 139 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150581 |
| SEC# | 801-70437 |
| Assets Managed by Firm | $159,658,690 |
| No. of Clients | 139 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 139 | $159,658,690 |
| Individuals (other than high net worth individuals) | 145 | $130,837,748 |
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