Lyon Bern, LLC

RIASEC Registered

Total AUM

$76.7M

Discretionary

$68.3M

89% of AUM

Avg account

$342K

Accounts

224

Employees

Advisory reps

Firm details

Headquarters: San Juan, PR
CRD number: 301277
Website: www.lyonbern.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI45.82%
Individuals18.51%
Pension & Profit Sharing Plans13.99%
Pooled Investment Vehicles12.2%
Corporations / Businesses9.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lyon Bern, LLC is an independent, owner-operated registered investment advisor organized as an LLC that serves both individual/family clients and institutional clients. The firm offers financial planning and portfolio management across individual and pooled vehicle mandates, and charges fees on a percentage-of-AUM basis supplemented by hourly and fixed-fee arrangements. Lyon Bern does not position itself as a multi-state adviser or a pension consultant, and it does not identify as an active ESG investor. The firm's industry affiliation includes work with an insurance company.