findmyFA.app
The register of American financial advisors

Home / Firms / Lyle & Forsyth Investment Managers

Lyle & Forsyth Investment Managers

CRD 10603  ·  San Rafael, CA  ·  $221.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
10603
SEC number
801-16717
Firm type
RIA
Assets under management
$221.2M as of Mar 3, 2026
Website
Not yet retrieved from the source record
Phone
415-492-9240
Address
165 North Redwood Drive, San Rafael, CA, 94903-1974

Advisors at this firm

From our index

No advisor records are linked to this firm in our index yet. That is a gap in our crawl, not a statement about the firm.

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.