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Craig William Lyon

FIFTH AVENUE FAMILY OFFICE LLC·NAPLES, Florida
Unclaimed Profile
3003 TAMIAMI TRAIL NORTH, NAPLES, FL 34103CRD# 3182798Firm CRD# 122448
01

About

Craig William Lyon is a registered financial advisor based in NAPLES, Florida, affiliated with FIFTH AVENUE FAMILY OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
FIFTH AVENUE FAMILY OFFICE LLC
FIFTH AVENUE FAMILY OFFICE
AUM
$633M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FIFTH AVENUE FAMILY OFFICE LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3182798
Firm CRD# 122448
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig William Lyon offer?
Craig William Lyon specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.
What are Craig William Lyon's credentials?
Craig William Lyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig William Lyon located?
Craig William Lyon is based in NAPLES, Florida, working with FIFTH AVENUE FAMILY OFFICE LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Craig William Lyon charge for services?
Craig William Lyon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIFTH AVENUE FAMILY OFFICE LLC?
FIFTH AVENUE FAMILY OFFICE LLC has approximately 7 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIFTH AVENUE FAMILY OFFICE LLC

Gary Benjamin Price
NAPLES, FL
Kyle Jason Shoemaker
NAPLES, FL
Timothy John Cartwright
NAPLES, FL

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