LYKE FINANCIAL

Overview

Lyke Financial is a privately held corporation that acts as a capital allocator for individual, family and institutional clients. The firm charges fees as a percentage of assets under management and also uses other fee arrangements. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and selection of other advisers. Lyke Financial does not identify as an active ESG investor and is not designated as a multi-state adviser. The firm reports ties to a law firm and an insurance company as industry affiliations. Ownership is listed as individual control rather than institutional ownership, and the firm is classified outside standard RIA categories in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives