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).

Current Firm Details
252 Ponce De Leon Avenue, Suite 1403, San Juan, PR 00918
https://www.lyonbern.com/
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $298,764
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at Lyon Bern, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Roberto Bernal-Figueroa, financial advisor San Juan PR
Roberto A. Bernal-Figueroa
CRD#: 6345673
252 Ponce De Leon Avenue, Suite 1403, San Juan, PR 00918

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.

2
Jose Crespi Iglesias, financial advisor San Juan PR
Jose M. Crespi Iglesias
CRD#: 7220840
252 Ponce De Leon Avenue, Suite 1403, San Juan, PR 00918

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.

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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