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LYONS ASSET MANAGEMENT

LYONS, JOSHUA CHARLES

CRD 128509

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$11.1M

Discretionary AUM

$11.1M

Team

1 total employees; 1 advisory reps; 40 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2023-09-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals40$11.1M

All web addresses on file

Official SEC filing: View on IAPD