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Building 2LYONS INVESTMENT MANAGEMENT

Map pinWINTER PARK, FL
Phone386-775-1177
NotebookSEC #801-77614
Total AUM
$73.1M
Employees
5
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
280 W CANTON AVE
SUITE 430
WINTER PARK
FL 32789
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
386-775-1177
Other Offices
1

ReceiptFinancials

Total AUM
$73.1M
Accounts
61
Discretionary
$73.1M
Accounts
61
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$6.4M
HNW Individual Clients
14
AUM
$49.4M
Pension/Profit Sharing Plan Clients
2
AUM
$3.2M
Corporation or Business Clients
2
AUM
$10.6M
Other Clients
2
AUM
$3.5M
Description of Other Clients
FAMILY LIMITED PARTNERSHIPS

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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