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: 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 adviser that serves both individuals and institutional clients. The firm provides financial planning and portfolio management across individual, pooled vehicle, small business and institutional mandates. Its fee model includes hourly and fixed-fee arrangements rather than asset-based tiering. Regulatory disclosures indicate the adviser is not positioned as an ESG-focused manager, is not a multi-state adviser, and is not a newly formed firm.