Lydon Asset Management Inc (Irvine)

Name: Lydon Asset Management Inc
Address: 2010 Main Street, Irvine, CA, 92614
Telephone: 949-794-0070

Lydon Asset Management Inc is an adviser based in Irvine. It manages $67.63 million of regulatory assets for 316 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Lydon Asset Management provides portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lydon Asset Management: assets under management

The assets under management (AUM) of Lydon Asset Management Inc is $67.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $67.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lydon Asset Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lydon Asset Management Inc

Thomas Francis Lydon has been acting as President since 1 Apr 1996. Stephen Daryl Champion joined the executive team most recently as the Vice President & Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Francis Lydon	President	1 Apr 1996	50% - 75%	1099080
Stephen Daryl Champion	Vice president & cfo	1 Jun 1998	25% - 50%	4360088

Based in Irvine

The principal office where Lydon Asset Management Inc performs its advisory services is located at 2010 Main Street, Irvine, CA 92614, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-794-0070 or by fax 949-794-0075. The normal business hours are 7:30am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.globaltrend.com.