Unclaimed Profile

John Edward Lyons

VINE STREET WEALTH MANAGEMENT, LLC·MILL VALLEY, California

Clean recordVINE STREET WEALTH MANAGEMENT, LLC

100 SHORELINE HIGHWAY, SUITE B300, MILL VALLEY, CA 94941CRD# 1416835Firm CRD# 170748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Edward Lyons · MILL VALLEY, CA

Registration

CRD #1416835 · VINE STREET WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Edward Lyons is a registered financial advisor based in MILL VALLEY, California, affiliated with VINE STREET WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VINE STREET WEALTH MANAGEMENT, LLC

AUM

$135M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VINE STREET WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1416835

Firm CRD# 170748

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Edward Lyons offer?

John Edward Lyons specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MILL VALLEY, California for a consultation.

What are John Edward Lyons's credentials?

John Edward Lyons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Edward Lyons located?

John Edward Lyons is based in MILL VALLEY, California, working with VINE STREET WEALTH MANAGEMENT, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does John Edward Lyons charge for services?

John Edward Lyons's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VINE STREET WEALTH MANAGEMENT, LLC?

VINE STREET WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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