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James Mark Lyon

OAKWOOD CAPITAL MANAGEMENT LLC·LOS ANGELES, California
Unclaimed Profile
1990 SOUTH BUNDY DRIVE, SUITE 777, LOS ANGELES, CA 90025CRD# 2340433Firm CRD# 108080
01

About

James Mark Lyon is a registered financial advisor based in LOS ANGELES, California, affiliated with OAKWOOD CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAKWOOD CAPITAL MANAGEMENT LLC
OAKWOOD CAPITAL MANAGEMENT LLC
AUM
$922M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at OAKWOOD CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Other: SET-UP, REFERRAL, SERVICE & ADMINISTRATION FEES & FIXED FEES
Regulatory
SEC/IARD CRD# 2340433
Firm CRD# 108080
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Mark Lyon offer?
James Mark Lyon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are James Mark Lyon's credentials?
James Mark Lyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Mark Lyon located?
James Mark Lyon is based in LOS ANGELES, California, working with OAKWOOD CAPITAL MANAGEMENT LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does James Mark Lyon charge for services?
James Mark Lyon's firm is compensated through percentage of aum, other: set-up, referral, service & administration fees & fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKWOOD CAPITAL MANAGEMENT LLC?
OAKWOOD CAPITAL MANAGEMENT LLC has approximately 16 employees and manages $922M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKWOOD CAPITAL MANAGEMENT LLC

Nicanor Mabunga Mamaril
LOS ANGELES, CA
Bruce Ansel Mandel
LOS ANGELES, CA
Thomas Lee Roley
LOS ANGELES, CA
Tom Watson Doxey
LOS ANGELES, CA

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Research
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