RIA Intel›Advisers›California›LYLE, ALLAN GLEN

LYLE, ALLAN GLEN

Advisory

N·SAN RAFAEL, CA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM

$221M

1-Year AUM Growth

+4.6%

3-Year CAGR

+2.7%

Employees

1

Assets Under Management

Total AUM$221M

Discretionary AUM$94M

Non-Discretionary AUM$127M

Discretionary %42.7%

Total Clients76

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingJan 29, 2001

Latest FilingMar 3, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LYLE, ALLAN GLEN

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.