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Lyle & Forsyth Investment Managers
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San Rafael, California
$178.1 million AUM
1 office

Lyle & Forsyth Investment Managers is based in San Rafael, California and has $178.1 million in assets under management.

Location
165 North Redwood Drive
Suite 208
San Rafael, CA 94903
Contact
$178.1 million
AUM
1
Employees
AUM Share
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$178,051,439
Assets under management
66 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 66 $178,051,439 100% $2,697,749
Employees Share
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1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
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$178,051,439
Assets under management
$178,051,439
AUM per employee
$178,051,439
AUM per investment analyst
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Compensation

Lyle & Forsyth Investment Managers makes money through the following ways:

  • Percentage of AUM
Services offered

Lyle & Forsyth Investment Managers provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 10,603
SEC number 801-16717
Legal structure Sole Proprietorship
Legal governance California, United States
Latest ADV filing date March 17, 2020

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