|
⚲
|
| Keyboard |
| Lyle Allan Glen
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|
|---|---|
| CRD # | 10603 |
| SEC # | 801-16717 |
| CIK # | |
| AUM | 221.2 M (2026-03-03) |
| 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) | 79 | 221.2 |
| (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 | 134 | 221.2 |
| By Discretionary | ||
| Discretionary | 92 | 94.4 |
| Non-Discretionary | 42 | 126.8 |
| Total | 134 | 221.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.2 | |
| Total | 134 | 221.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Phillip James Consulting Co
✚
|
MN | 222.1 M |
|
VIA IV Investments LLC
✚
|
IL | 221.8 M |
|
Diazo LLC
✚
|
NV | 221.6 M |
|
Carroll Investors Inc
✚
|
SC | 221.4 M |
|
Halcyon Global Advisors LLC
✚
|
TX | 221.3 M |
|
Asset Management Advisors LLC
✚
|
OK | 221.3 M |
|
Para Wealth Advisors Inc
✚
|
WA | 221.0 M |
|
Intrinsic Value Partners LLC
✚
|
AZ | 220.6 M |
|
Great Gable Advisors LLC
✚
|
CA | 220.5 M |
|
Asset Management Strategies Inc
✚
|
IN | 220.2 M |