L
$221.2M Total AUM
$94.4M Disc. AUM
-- 3Y CAGR
2 Employees
79 ADV. Clients
44 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-14-1982
- Office Locations
- 1
Office Locations
165 North Redwood Drive Suite 208 SAN Rafael CA
About Lyle & Forsyth-Investment Managers
Lyle & Forsyth-Investment Managers is a SAN Rafael-based RIA. The firm has been operating for 44 years. Managing $221.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$221.2M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
44 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
44yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALLAN GLEN LYLE
Chief Compliance Officer, Portfolio Manager, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,430,663 | $1,026,420 |
| Non-Discretionary | $126,758,769 | $3,018,066 |
| Total | $221,189,432 | $1,650,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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