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- Custodian
- Morgan Stanley · US Bank
- Clients
- Retail and Institutional
- Platforms
- Signal quantum
- Established Date
- 02-19-2013
- Office Locations
- 1
Office Locations
About Lyons Investment Management
Lyons Investment Management is a Winter Park, FL investment adviser serving retail and institutional clients with asset management and portfolio construction, often implemented primarily with ETFs alongside mutual funds and other vehicles. The firm’s stated themes include fixed income, futures, and emerging markets, with tax planning and insurance support. It publishes a Quarterly Investment Report and offers email delivery for ongoing market commentary. Custody includes Morgan Stanley.
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Owner & Executives
MARK DAVID ZAVANELLI
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2957965
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,067,315 | $1,197,825 |
| Non-Discretionary | $0 | -- |
| Total | $73,067,315 | $1,197,825 |
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Separately Managed Accounts
Total SMA Asset: $73,067,315
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,025,168,967 | 36.6% |
| Cash | $1,206,248,183 | 21.8% |
| Public Funds | $1,720,840,297 | 31.1% |
| Corporate - Non-Investment Grade | $580,991,098 | 10.5% |
| Total | $5,533,248,545 | 100.0% |