Lyon Bern, LLC
Lyon Bern, LLC (CRD# 301277) is a financial advisory firm headquartered in San Juan, PR. They manage $54,375,021 in 182 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts182ACCOUNTS
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Average Account Value$298,764
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PR
Financial Advisors at Lyon Bern, LLC
1
Roberto Bernal-Figueroa (CRD# 6345673) is an Investment Advisor Representative working at Lyon Bern, LLC in San Juan, PR and has over 7 years of experience in the finance industry.
2
Jose Crespi Iglesias (CRD# 7220840) is an Investment Advisor Representative working at Lyon Bern, LLC in San Juan, PR and has over 4 years of experience in the finance industry.
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