RIA Intel›Advisers›Connecticut›LYONS, JOSHUA CHARLES

LYONS, JOSHUA CHARLES

Advisory

CT

Data as of Sep 18, 2023 · Source: SEC Form ADV

Rank in CT

#1,189

of 1,312 advisers by AUM

Average account

$278K

across 40 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 18, 2023.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCT, GA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

40 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

THE WF GROUP, LLC

$11M

KEY FINANCIAL CONCEPTS, INC.

$11M

ARA UNIVERSAL LLC

$11M

SECURITIES INDUSTRY MANAGEMENT CORP.

$12M

ANTHEM ASSET MANAGEMENT, LLC

GLASTONBURY, CT

$11M

COMPOUND WEALTH ADVISORS, LLC.

$11M

Get the full picture on LYONS, JOSHUA CHARLES

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LYONS, JOSHUA CHARLES and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans