LB
Lyle Bonn
from Gencap Portfolio Management
Lyle Bonn is a financial advisor based in California, Tiburon,
with 44 years of experience. Lyle currently works for
Gencap Portfolio Management.
Lyle maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lyle Bonn works at Gencap Portfolio Management
Gencap Portfolio Management is a financial advisory firm based in Tiburon, California. It currently has approximately $223,943,349 of assets under management and employs about 8 people. Gencap Portfolio Management uses a fee structure of a percentage of assets under your management, hourly charges and sub-adviser fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
12 years
Fee structure
A percentage of assets under your management, hourly charges and sub-adviser fees
Office location
1100 Mar West Street, Suite C, Tiburon, California, 94920
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