|
⚲
|
| Gregory Lyle & Co
✚
|
|
|---|---|
| CRD # | 113683 |
| SEC # | 801-120282 |
| CIK # | |
| AUM | $131.4 MM (2023-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 425-455-4545 |
| Address | 3400 Swede Hill Road Clinton, WA 98236 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 6.5 |
| (b) Individuals (high net worth individuals) | 38 | 94.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 30.6 |
| (n) Other | 0 | 0.0 |
| Total | 114 | 131.4 |
| By Discretionary | ||
| Discretionary | 114 | 131.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 114 | 131.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 131.3 | |
| Total | 114 | 131.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Portfolio Management LLC
✚
|
TX | 0.1 |
|
Wealth Engineering LLC
✚
|
AZ | 0.1 |
|
Thomas Leo Advisory LLC
✚
|
MN | 0.1 |
|
Retirement Advisors Inc
✚
|
AL | 0.1 |
|
Breakwater Capital LLC
✚
|
MI | 0.1 |
|
Sky-Mountain Capital Management Inc
✚
|
ID | 0.1 |
|
AEM Asset Management LLC
✚
|
NJ | 0.1 |
|
Waterford Capital Investment Advisory Services LLC
✚
|
TX | 0.1 |
|
Dick Rivera & Associates LLC
✚
|
TX | 0.1 |
|
Insight INV LLC
✚
|
CA | 0.1 |