Overview
Assets Under Management: $204 million
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Frequently Asked Questions
GREGORY LYLE & CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113683), GREGORY LYLE & CO. is subject to fiduciary duty under federal law.
GREGORY LYLE & CO. serves 42 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, GREGORY LYLE & CO. offers portfolio management for individuals. View all service details ↓
GREGORY LYLE & CO. manages $204 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, GREGORY LYLE & CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 110
Discretionary Accounts: 110
Regulatory Filings
CRD Number: 113683
Last Filing Date: 2025-02-18 00:00:00