Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
811713122
SEC advisor number
801-107892
FINRA CRD number
283521
AUM ?
$1.09 bn
(as of 8 Mar 24)
Accounts
286
(as of 8 Mar 24)
Employees
11
(9 investment advisory or research)
Address
Lyell Wealth Management
3000 SAND HILL ROAD, BUILDING ONE
SUITE 135
MENLO PARK
CA 94025
3000 SAND HILL ROAD, BUILDING ONE
SUITE 135
MENLO PARK
CA 94025
Phone
650-353-3692
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21