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LYON BERN, LLC
CRD 301277
252 PONCE DE LEON AVENUE, SUITE 1100, SAN JUAN, PR, 00918, United States
Phone
787-395-7325
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$76.7M
Discretionary AUM
$68.3M
Team
5 total employees; 3 advisory reps; 8 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $14.2M |
| High net worth individuals | 36 | $35.1M |
| Pooled investment vehicles | 1 | $9.4M |
| Pension/profit sharing plans | 45 | $10.7M |
| Corporations/business entities | 9 | $7.3M |
All web addresses on file
Official SEC filing: View on IAPD