Lyons Investment Management

Lyons Investment Management (CRD# 166788) is a financial advisory firm headquartered in Winter Park, FL. They manage $61,637,222 in 63 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
280 W Canton Ave, Suite 430, Winter Park, FL 32789
http://www.lyonsinvest.com/
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $978,369
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Lyons Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Mark Zavanelli, financial advisor Winter Park FL
Mark D. Zavanelli
CRD#: 2957965
280 W Canton Ave, Suite 430, Winter Park, FL 32789

Mark Zavanelli (CRD# 2957965) is an Investment Advisor Representative working at Lyons Investment Management in Winter Park, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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