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Building 2LYON CAPITAL MANAGEMENT, LLC

Map pinPITTSFORD, NY
Phone585-248-9821
NotebookSEC #801-74497
Total AUM
$94.8M
Employees
3
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24B GROVE STREET
PITTSFORD
NY 14534
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
585-248-9821
Other Offices
2

ReceiptFinancials

Total AUM
$94.8M
Accounts
162
Discretionary
$93.9M
Accounts
160
Non-Discretionary
$904.2K
Accounts
2

ContactClients

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Individual Clients
35
AUM
$9.8M
HNW Individual Clients
47
AUM
$78M
Pension/Profit Sharing Plan Clients
10
AUM
$7.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINMANY

HandshakeAffiliates

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

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