Lyle & Forsyth Investment Managers

Lyle & Forsyth Investment Managers (CRD# 10603) is a financial advisory firm headquartered in San Rafael, CA. They manage $167,299,314 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $2,460,284
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lyle & Forsyth Investment Managers
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.