AdvisorOS Directory
Claim Profile
AL

Allan Glen Lyle

LYLE, ALLAN GLEN·SAN RAFAEL, California
Unclaimed Profile
165 NORTH REDWOOD DRIVE, SAN RAFAEL, CA 94903-1974CRD# 314931Firm CRD# 10603
01

About

Allan Glen Lyle is a registered financial advisor based in SAN RAFAEL, California, affiliated with LYLE, ALLAN GLEN. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LYLE, ALLAN GLEN
LYLE & FORSYTH INVESTMENT MANAGERS
AUM
$194M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LYLE, ALLAN GLEN →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 314931
Firm CRD# 10603
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAFAEL?

Browse all registered financial advisors in SAN RAFAEL, California or claim this profile if it's yours.

Browse SAN RAFAEL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Allan Glen Lyle offer?
Allan Glen Lyle specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN RAFAEL, California for a consultation.
What are Allan Glen Lyle's credentials?
Allan Glen Lyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allan Glen Lyle located?
Allan Glen Lyle is based in SAN RAFAEL, California, working with LYLE, ALLAN GLEN. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Allan Glen Lyle charge for services?
Allan Glen Lyle'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 LYLE, ALLAN GLEN?
LYLE, ALLAN GLEN has approximately 2 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN RAFAEL
Christopher Donald Charles — WULFF, HANSEN & CO.Benjamin (nmn) Stewart — STEWART WEALTH MANAGEMENT, INC.Kim B Tu — WULFF, HANSEN & CO.Brenda Sue Friedlander — FRIEDLANDER, BRENDA SJennifer Lefcourt — FREESTYLE CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile