Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Sept. 3, 2017
    • $199.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 276
      Accounts
    • $722.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

6

name start date
Corey David Roun
January 2010
Brent Evans Haworth
September 2009
Alexander Read
August 2009
Matthew Nicholas Ferratusco
June 2012
Jeroen Linders
November 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Lyons Trading Group -- --
    Lyons Wealth Holdings, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Alexander Read Ceo June, 2009 75% or more
      Kerry Merrigan Falconer Managing Director, Operations & Client Relations / Cco July, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees