|
⚲
|
| Lyle Allan Glen
✚
|
|
|---|---|
| CRD # | 10603 |
| SEC # | 801-16717 |
| CIK # | |
| AUM | $194.4 MM (2024-03-13) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-492-9240 |
| Address | 165 North Redwood Drive San Rafael, CA 94903-1974 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 70 | 194.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 144 | 194.4 |
| By Discretionary | ||
| Discretionary | 101 | 88.5 |
| Non-Discretionary | 43 | 105.9 |
| Total | 144 | 194.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.4 | |
| Total | 144 | 194.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Codex Capital LLC
✚
|
TX | 0.2 |
|
Warnke/Nichols Ltd
✚
|
WI | 0.2 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.2 |
|
Brighton Securities Capital Management Inc
✚
|
NY | 0.2 |
|
Mittelman Wealth Management LLC
✚
|
MA | 0.2 |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Citrine Capital LLC
✚
|
CA | 0.2 |
|
Waycross Investment Management Company
✚
|
WA | 0.2 |
|
Thompson Capital Management LLC
✚
|
IL | 0.2 |
|
Timberchase Financial LLC
✚
|
AL | 0.2 |