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Johnson Lyman, Inc.

● SEC registered since 2009CRD 150150SEC# 801-70139Los Altos, CA
Export (members)
Reg. AUM
$168.1M
Employees
2
Accounts
55
Location
Los Altos, CA

Johnson Lyman, Inc. assets under management

Johnson Lyman, Inc. operates as an SEC-registered investment adviser based in Los Altos, CA. The firm has been registered since 2009. It reports $168.1 million in regulatory assets under management and employs 2 people.
jlwealth.comView on SEC.gov ↗

Johnson Lyman, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Catherine C Lyman ControlDirectorUnder 5%2014
Robert A Lyman ControlShareholder, President, Director & Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Johnson Lyman, Inc. manage?

Johnson Lyman, Inc. reports $168.1 million in regulatory assets under management on its Form ADV.

How many employees does Johnson Lyman, Inc. have?

Johnson Lyman, Inc. reports 2 employees.

Where is Johnson Lyman, Inc. located?

Johnson Lyman, Inc. is based in Los Altos, CA and has been SEC-registered since 2009.

Does Johnson Lyman, Inc. disclose fund performance?

Johnson Lyman, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4966 el Camino Real, Suite 109, Los Altos, CA 94022
Phone650-494-2733
Fax650-494-2431
Office hours9:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$157.6M
Non-discretionary$10.6M
Total (RAUM)$168.1M