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LYLE & FORSYTH INVESTMENT MANAGERS
LYLE, ALLAN GLEN
CRD 10603 · SEC 801-16717
165 NORTH REDWOOD DRIVE, SUITE 208, SAN RAFAEL, CA, 94903-1974, United States
Phone
415-492-9240
Fax
415-499-9014
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.2M
Discretionary AUM
$94.4M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $221.2M |
States served
CA
Official SEC filing: View on IAPD