Lyle, Allan Glen
● SEC registered since 1982CRD 10603SEC# 801-16717San Rafael, CA
Reg. AUM
$221.2M
Employees
2
Accounts
134
Location
San Rafael, CA
Lyle, Allan Glen assets under management
Lyle, Allan Glen is a registered investment adviser overseen by the SEC based in San Rafael, CA. The firm has been registered since 1982. It reports $221.2 million in regulatory assets under management and employs 2 people.
Lyle, Allan Glen owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan Glen Lyle Control | Owner Chief Compliance Officer | Over 75% | 1982 |
Frequently asked questions
How much does Lyle, Allan Glen manage?
Lyle, Allan Glen reports $221.2 million in regulatory assets under management on its Form ADV.
How many employees does Lyle, Allan Glen have?
Lyle, Allan Glen reports 2 employees.
Where is Lyle, Allan Glen located?
Lyle, Allan Glen is based in San Rafael, CA and has been SEC-registered since 1982.
Does Lyle, Allan Glen disclose fund performance?
Lyle, Allan Glen is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 165 North Redwood Drive, Suite 208, San Rafael, CA 94903-1974 |
| Phone | 415-492-9240 |
| Fax | 415-499-9014 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$221.2M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$221.2Mregulatory AUM
Discretionary $94.4MNon-discretionary $126.8M