$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-04-2006
- Office Locations
- 1
Office Locations
-- Zebulon NC
About Lyons DEN Capital
Lyons Den Capital is a founder-led, retail-focused RIA based in Zebulon, NC. The firm provides financial planning and portfolio construction, with an investment toolkit centered on ETF-based portfolios and experience across mutual funds, real estate, and hedge funds. Led by founder and president Patrick Alan Lyons.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$175.0K AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
PATRICK ALAN LYONS
Founder, President
- CRD
- #2628045
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing