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David T Lyons

SPG ADVISORS LLC·KIRKLAND, Washington
Unclaimed Profile
11411 NE 124TH ST, KIRKLAND, WA 98034CRD# 7654079Firm CRD# 284496
01

About

David T Lyons is a registered financial advisor based in KIRKLAND, Washington, affiliated with SPG ADVISORS 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
Nonprofits & Foundations
03

Firm Overview

Firm
SPG ADVISORS LLC
SPG ADVISORS LLC
AUM
$401M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SPG ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROVIDER FEES
Regulatory
SEC/IARD CRD# 7654079
Firm CRD# 284496
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David T Lyons offer?
David T Lyons specializes in Financial Planning, Investment Management. Contact their office in KIRKLAND, Washington for a consultation.
What are David T Lyons's credentials?
David T Lyons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David T Lyons located?
David T Lyons is based in KIRKLAND, Washington, working with SPG ADVISORS LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.
How does David T Lyons charge for services?
David T Lyons's firm is compensated through percentage of aum, hourly charges, subscription fees, other: provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPG ADVISORS LLC?
SPG ADVISORS LLC has approximately 10 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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