Lyons Investment Management
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 166788
- Registered since
- February 19, 2013
- Website
- lyonsinvest.com
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI67.58%
- Corporations / Businesses14.44%
- Individuals8.8%
- Other4.77%
- Pension & Profit Sharing Plans4.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lyons Investment Management is a privately held corporation registered with the SEC in 2013 that provides portfolio management to both individuals/families and institutional or business clients. The firm bills on a percentage-of-assets basis and may also assess performance-based fees. Its advisory work centers on discretionary portfolio management for smaller private clients as well as for businesses and institutions. Lyons describes itself as affiliated with other adviser entities and lists connections consistent with an adviser/CPO or CTA relationship. It does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or a capital allocator.
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1
Mark Zavanelli
PresidentCRD 2957965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 280 W Canton Ave
- Time zone
- ET (UTC-5)
- Office locations
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