Mark
Zavanelli

Lyons Investment Management

CRD#2957965
Investment Advisor
in Winter Park, FL

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About this Advisor

Mark Zavanelli is a financial advisor based in Winter Park, Florida, working with Lyons Investment Management. Mark has previously held positions at Great Northern Asset Mgmnt, Inc D/B/A Lyons Investment Mgmnt and Zpr Investment Management Inc. Mark is registered to provide services in New Jersey and Texas. Currently, Mark is part of Lyons Investment Management, which operates out of Winter Park, Florida. The firm has 1 office and 6 employees. The firm manages assets totaling $61.6 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Lyons Investment Management includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

280 W Canton Ave Suite 430
Winter Park, FL 32789

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Lyons Investment Management Brokerage Details

Total Assets Under Management

$61,637,222

FL Average: $1,855,561,029
Total Number of Employees

6

FL Average: 62
Total Number of Accounts

63

FL Average: 2,474
Average Account Size

$978,369

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Mark Zavanelli Work History

2012 - Present (12 years)

Great Northern Asset Mgmnt, Inc D/B/A Lyons Investment Mgmnt

2011 - 2019 (8 years)

Zpr Investment Management Inc

Disclosures

Please visit the SEC profile of Mark Zavanelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lyons Investment Management

Mark Zavanelli
Winter Park, FL

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