Lyons Wealth Management, LLC is a large advisory firm based in Winter Park. It manages $154.78 million of regulatory assets for 228 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, California, Colorado, and 29 other states.
Lyons Wealth Management provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lyons Wealth Management, LLC is $154.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and $950.81 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lyons Wealth Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, and high net worth individuals. The largest group of clients of Lyons Wealth Management is investment companies with 1 clients and $86.15 million of assets under management. Among the 11 most similar advisory firms, Lyons Wealth Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $154.78 million for 228 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Lyons Wealth Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lyons Wealth Management, LLC performs its advisory services is located at 1470 Gene Street, Winter Park, FL 32789, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407 951 8710 or by fax 407-951-8720. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at lyonswealth.com.