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Lanyon Advisory Services

Headquartered in DEL MAR, CA

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Firm Information

Lanyon Advisory Services is an independent investment advisory firm with approximately $101.7 million in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Lanyon Advisory Services has two licensed agents and two investment advisory functions. The firm is headquartered in [insert city and state] and has been in business for [insert number] years.

Lanyon Advisory Services

$101.74M

Assets Under Management

18

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

LANYON ADVISORY SERVICES has a total of 1 branch locations across the country.
location

DEL MAR, CA

Advisors at Lanyon Advisory Services

View All 2 Advisors
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Constance Letitia Maples

CFP®, CFC®, RA

DEL MAR, CA

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Damien William Lanyon

CFP®, CFC®, RA

DEL MAR, CA

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Disclosures

There are no public disclosures for Lanyon Advisory Services.

Frequently Asked Questions (6)

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