Overview
Assets Under Management: $203 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 76
Average Client Assets: $3 million
Frequently Asked Questions
LYLE, ALLAN GLEN 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 #10603), LYLE, ALLAN GLEN is subject to fiduciary duty under federal law.
LYLE, ALLAN GLEN is headquartered in SAN RAFAEL, CA.
LYLE, ALLAN GLEN serves 76 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, LYLE, ALLAN GLEN offers portfolio management for individuals. View all service details ↓
LYLE, ALLAN GLEN manages $203 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, LYLE, ALLAN GLEN serves high-net-worth individuals. View client details ↓
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