Conrad
Lyon
Pacific Global Investment Management Co
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About this Advisor
Conrad Lyon is a chartered financial analyst based in Glendale, California who has 2 years of industry experience. Lyon is currently employed by Pacific Global Investment Management Co. Their career trajectory has included roles at B. Riley & Co., LLC, Lightpath Capital, Inc and Pacific Global Investment Management Company. Lyon holds a Series 63 license, designating them as a securities broker, and is able to serve investors in California. Pacific Global Investment Management Co is a financial advisory business based out of Glendale, CA. It handles $638 million in assets under management across its 929 accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to three charities and foundations. Of its 929 client accounts, 57% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically vary depending on the type of services offered. However, fees charged by Pacific Global Investment Management Co most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Global Investment Management Co Brokerage Details
$638,090,351
14
929
$686,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Conrad Lyon Work History
Conrad has been registered as a financial advisor for 2 years.*
Pacific Global Investment Management Company
Lightpath Capital, Inc
B. Riley & Co., LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Conrad Lyon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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