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Richard Addison Mitchell Lyon

HOWLAND CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts
Clean recordHOWLAND CAPITAL MANAGEMENT LLC
75 FEDERAL ST, STE 1100, BOSTON, MA 02110-1911CRD# 5904303Firm CRD# 104726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Addison Mitchell Lyon · BOSTON, MA
Registration
CRD #5904303 · HOWLAND CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Addison Mitchell Lyon is a registered financial advisor based in BOSTON, Massachusetts, affiliated with HOWLAND CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HOWLAND CAPITAL MANAGEMENT LLC
HOWLAND CAPITAL MANAGEMENT LLC
AUM
$2.8B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at HOWLAND CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PRIVATE FUND ADMINISTRATION FEES
Regulatory
SEC/IARD CRD# 5904303
Firm CRD# 104726
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Addison Mitchell Lyon offer?
Richard Addison Mitchell Lyon specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Richard Addison Mitchell Lyon's credentials?
Richard Addison Mitchell Lyon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Addison Mitchell Lyon located?
Richard Addison Mitchell Lyon is based in BOSTON, Massachusetts, working with HOWLAND CAPITAL MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Richard Addison Mitchell Lyon charge for services?
Richard Addison Mitchell Lyon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: private fund administration fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOWLAND CAPITAL MANAGEMENT LLC?
HOWLAND CAPITAL MANAGEMENT LLC has approximately 32 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOWLAND CAPITAL MANAGEMENT LLC

Carolyn M Beatty
BOSTON, MA
Martha Bonneville Bacigalupo
BOSTON, MA
Weston Howland
BOSTON, MA
Andrew William Dupee
BOSTON, MA
Charles Elmer Clapp
BOSTON, MA
Nicholas Begelow Crocker
BOSTON, MA

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Research
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