|
⚲
|
| Lyle Allan Glen
✚
|
|
|---|---|
| CRD # | 10603 |
| SEC # | 801-16717 |
| CIK # | |
| AUM | $203.5 M (2025-02-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-492-9240 |
| Address | 165 North Redwood Drive San Rafael, CA 94903-1974 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 76 | 203.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 145 | 203.5 |
| By Discretionary | ||
| Discretionary | 100 | 86.8 |
| Non-Discretionary | 45 | 116.7 |
| Total | 145 | 203.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.5 | |
| Total | 145 | 203.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
|
The Clifford Group LLC
✚
|
MA | 0.2 |
|
Dogwood Wealth Management LLC
✚
|
KS | 0.2 |
|
Gregory Lyle & Co
✚
|
0.2 | |
|
NDVR Inc
✚
|
MA | 0.2 |
|
Adolos Asset Management
✚
|
0.2 | |
|
Campion Asset Management LLC
✚
|
VA | 0.2 |
|
FFG Retirement Advisors LLC
✚
|
CO | 0.2 |
|
Asempa LLC
✚
|
LA | 0.2 |
|
Sanchez & Zures LLC
✚
|
VA | 0.2 |