J. Lyons Fund Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 123577
- Website
- www.jlfmi.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals80.39%
- HNWI19.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
J. Lyons Fund Management, Inc. operates as a corporation focused on providing portfolio management services to individual clients and small businesses. The firm engages in various advisory activities, including portfolio management for both individuals and institutions, as well as market timing services. With a client base primarily consisting of individuals and families, J. Lyons Fund Management, Inc. employs a fee structure based on a percentage of assets under management. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents60%
- Exchange Traded Equities40%
Contacts
3 of 3
Dana Lyons
Senior Vice PresidentCRD 4602708
Kaye Lyons
SecretaryCRD 4602611
John Lyons
President and FounderCRD 315408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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