Lyle & Forsyth Investment Managers
Lyle & Forsyth Investment Managers (CRD# 10603) is a financial advisory firm headquartered in San Rafael, CA. They manage $194,426,835 in 144 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lyle & Forsyth Investment Managers
By the Numbers
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Total Assets Under Management194MILLION
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Total Number of Accounts144ACCOUNTS
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Average Account Value$1,350,186
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lyle & Forsyth Investment Managers
No Advisor Found.
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