1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LYLE & FORSYTH INVESTMENT MANAGERS

Map pinSAN RAFAEL, CA
Phone415-492-9240
NotebookSEC #801-16717
Total AUM
$221.2M
Employees
2
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
165 NORTH REDWOOD DRIVE
SUITE 208
SAN RAFAEL
CA 94903-1974
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
415-492-9240

ReceiptFinancials

Total AUM
$221.2M
Accounts
134
Discretionary
$94.4M
Accounts
92
Non-Discretionary
$126.8M
Accounts
42

ContactClients

View more in analytics →

Individual Clients
1
AUM
$0
HNW Individual Clients
79
AUM
$221.2M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account