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Building 2GREGORY LYLE & CO.

Map pin
Phone425-455-4545
NotebookSEC #801-120282
Total AUM
$192.2M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
425-455-4545

ReceiptFinancials

Total AUM
$192.2M
Accounts
110
Discretionary
$192.2M
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$4.7M
HNW Individual Clients
42
AUM
$136.9M
Corporation or Business Clients
4
AUM
$50.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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