Lyon Bern, LLC
Lyon Bern, LLC (CRD# 301277) is a financial advisory firm headquartered in San Juan, PR. They manage $54,375,021 in 182 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management54MILLION
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Total Number of Accounts182ACCOUNTS
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Average Account Value$298,764
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
PR
Roberto Bernal-Figueroa (CRD# 6345673) is an Investment Advisor Representative working at Lyon Bern, LLC in San Juan, PR and has over 7 years of experience in the finance industry.
Jose Crespi Iglesias (CRD# 7220840) is an Investment Advisor Representative working at Lyon Bern, LLC in San Juan, PR and has over 4 years of experience in the finance industry.
Jared Vizcarrondo Bibiloni (CRD# 7905888) is an Investment Advisor Representative working at Lyon Bern, LLC in San Juan, PR and has 1 year of experience in the finance industry.