Lyon Bern

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1000 Brickell Ave Ste 335, Miami, Florid...

Phone Number

(787) 238-6525

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Lyon Bern

Lyon Bern is an independent, fiduciary investment adviser based in San Juan, Puerto Rico, specializing in wealth and asset management. The firm offers comprehensive financial planning and portfolio engineering services, ensuring that client strategies are aligned with their goals and interests. Their services cater to various life stages, from foundational financial planning to advanced wealth strategies, and include a diverse range of investment options. Lyon Bern's endowment-style investing approach emphasizes transparency, objective advice, and a commitment to long-term client success.Explore more
Lyon Bern's Social MediaPopular SearchesLyon Bern LLCLyon BernSIC Code 62,628NAICS Code 52,523Show more

Lyon Bern Org Chart

RB
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Founder & Chief Executive Officer

PhoneEmail
JC
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Co-Founder & Portfolio Manager

PhoneEmail
LF
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Office Manager and Compliance Supervisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lyon Bern

<$5M
1-10
Private
-
2018
RB
Roberto BernalFounder & CEO
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2013
LR
Linda ReznyExecutive Vice President & Director, Operations
<$5M
1-10
Private
-
2013
NS
Nina StrozakWealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lyon Bern is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lyon Bern is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lyon Bern.

Lyon Bern Tech Stack

A closer look at the technologies used by Lyon Bern

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Frequently Asked Questions Regarding Lyon Bern

What is Lyon Bern's official website?
Lyon Bern's official website is www.lyonbern.com
What is Lyon Bern's Revenue?
Lyon Bern's revenue is <$5 Million
What is Lyon Bern's SIC code?
Lyon Bern's SIC: 62,628
What is Lyon Bern's NAICS code?
Lyon Bern's NAICS: 52,523
How many employees does Lyon Bern have?
Lyon Bern has 1-10 employees
What industry does Lyon Bern belong to?
Lyon Bern is in the industry of: Finance, Securities Trading
What is Lyon Bern competition?
Lyon Bern top competitors include: Chronos Wealth Management, Wealth Preservation Advisors, Selkirk Wealth Advisors, Rezny Wealth Management
What technology does Lyon Bern use?
Some of the popular technologies that Lyon Bern uses are: Google Cloud DNS, Sentry, Google Cloud Platform, F5 BIG-IP Platform
How do I contact Lyon Bern?
Lyon Bern contact info: Phone number: (787) 238-6525 Website: www.lyonbern.com
What does Lyon Bern do?

Lyon Bern is an independent, fiduciary investment adviser based in San Juan, Puerto Rico, specializing in wealth and asset management. The firm offers comprehensive financial planning and portfolio engineering services, ensuring that client strategies are aligned with their goals and interests. Their services cater to various life stages, from foun... dational financial planning to advanced wealth strategies, and include a diverse range of investment options. Lyon Bern's endowment-style investing approach emphasizes transparency, objective advice, and a commitment to long-term client success.Read More

What are Lyon Bern social media links?
Lyon Bern Linkedin page
Is Lyon Bern a public company?
Lyon Bern is private company therefore does not currently have an official ticker symbol
See more information about Lyon Bern

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