Lyons Asset Management

Overview

Lyons Asset Management operates as a sole proprietorship and is classified as an independent registered investment advisor (RIA). The firm primarily serves individual and family clients, offering financial planning services and portfolio management tailored for individuals and small businesses. While it does not engage in capital allocation or act as a pension consultant, it does operate as an insurance broker. The firm employs a fee structure based on a percentage of assets under management (AUM) and hourly charges. Lyons Asset Management does not actively pursue ESG investments and is not a multi-state advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices