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LYKE FINANCIAL

JERRY A. LYKE AND ASSOCIATES, INC.

CRD 154199

Visit website

4017 WHIPPLE AVENUE NW, CANTON, OH, 44718, United States

Phone

330-499-4022

Fax

330-499-4020

Registration

— (—)

Source

State registered

Total AUM

$94.2M

Discretionary AUM

$94.2M

Team

3 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; REFERRAL FEES

Org form

Corporation

Filing date

2026-02-18

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals113$39.4M
High net worth individuals10$39.7M
Pension/profit sharing plans10$14.3M
Corporations/business entities4$899K

All web addresses on file

Official SEC filing: View on IAPD