Investment adviser · CRD 166788
LYONS INVESTMENT MANAGEMENT
Investment adviser filing (IA)
GREAT NORTHERN ASSET MANAGEMENT, INC.
WINTER PARK, FL, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $73.1M Form ADV · Item 5.F
- Client accounts
- 61 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 14 | $49,382,262 | 67.6% |
| Corporations & businesses | Fewer than 5 | $10,552,563 | 14.4% |
| Individuals | 15 | $6,430,824 | 8.8% |
| Other clients | Fewer than 5 | $3,487,291 | 4.8% |
| Retirement plans | Fewer than 5 | $3,214,375 | 4.4% |
Filing source
Form ADV 2068557 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
280 W CANTON AVE, SUITE 430WINTER PARK, FL, 32789, United States
CRD 166788
Filing source
Form ADV 2068557 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.