Overview
Assets Under Management: $203 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 76
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 145
Discretionary Accounts: 100
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 10603
Last Filing Date: 2025-02-25 00:00:00
Website: https://lyle-forsyth.com