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
By the Numbers
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Total Assets Under Management62MILLION
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Total Number of Accounts63ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY, TX
Financial Advisors at Lyons Investment Management
1
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.
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