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GREGORY LYLE & CO.
CRD 113683 · SEC 801-120282
ID, United States
Phone
425-455-4545
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.2M
Discretionary AUM
$192.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.7M |
| High net worth individuals | 42 | $136.9M |
| Corporations/business entities | 4 | $50.6M |
States served
ID, WA
Official SEC filing: View on IAPD