Byron Financial LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Byron Financial LLC ✚
CRD #	141893
SEC #	801-68802
CIK #
AUM
Employees	6 (33% Investors, 17% Brokers)
Phone	704-442-4402
Address	6100 Fairview Road Charlotte, NC 28210
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	12	4.2
(b) Individuals (high net worth individuals)	81	512.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	3.9
(h) Charitable organizations	0	2.7
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	10	77.4
(n) Other	0	0.0
Total	476	600.2
By Discretionary
Discretionary	1	13.2
Non-Discretionary	475	587.0
Total	476	600.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		600.2
Total	476	600.2

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