← Tributary

GREGORY LYLE & CO.

· CRD 113683 · IAPD ↗ · 425-455-4545

$192.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — GREGORY LYLE & CO. notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — GREGORY LYLE & CO. reported RAUM up 25% ($162.9M -> $204.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.