This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 11-01-1985
- Office Locations
- 1
Office Locations
About J. Lyons Fund Management, Inc.
J. Lyons Fund Management, Inc. is a Deerfield, IL RIA founded in 1985 providing discretionary portfolio management for retail investors, including retirement-focused clients. The firm uses an adaptive, risk-managed approach that shifts with market conditions to pursue long-term growth with meaningful downside protection, and reports protecting clients from serious losses in major market corrections since inception. Portfolios primarily use ETFs and cash.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN STANLEY LYONS
President
- CRD
- #315408
- Ownership
- 50% but less than 75%
DANA LYONS
Partner, VICE PRESIDENT
- CRD
- #4602708
- Ownership
- 25% but less than 50%
Unison quantum
Prime peak crest
- CRD
- #71394
- Ownership
- 18.9%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,100,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $3,388,883,389 | 69.9% |
| Equity - Exchange | $1,459,304,578 | 30.1% |
| Total | $4,848,187,967 | 100.0% |