G
$192.2M Total AUM
$192.2M Disc. AUM
13.9% 3Y CAGR
1 Employees
60 ADV. Clients
36 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-1989
- Office Locations
- 1
Office Locations
-- SUN Valley ID
About Gregory Lyle & Co.
Gregory Lyle & Co. is a SUN Valley-based RIA. The firm has been operating for 36 years. Managing $192.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$192.2M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
36.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY ALAN LYLE
Chief Compliance Officer, President
- CRD
- #1949501
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,222,626 | $1,747,478 |
| Non-Discretionary | $0 | -- |
| Total | $192,222,626 | $1,747,478 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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