Lyle E. Bonn
Professional summary
Lyle Eils Bonn JR, who also goes by Lyle Ellis Bonn Jr, Skip Bonn, is a registered financial advisor currently at GENCAP PORTFOLIO MANAGEMENT located in Tiburon, California.
Lyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Lyle has worked at 4 firms and has passed the Series 63, Series 5 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lyle Eils Bonn JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 14, 2015 - Present
GENCAP PORTFOLIO MANAGEMENT
Office #1: 1100 Mar West Street Suite C, Tiburon, CA 94920January 25, 2010 - December 15, 2015
QUANTUM CAPITAL MANAGEMENT
July 22, 2002 - December 31, 2009
GAMBOA & COMPANY
October 28, 1980 - February 2, 1999
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
GENCAP PORTFOLIO MANAGEMENT
CRD#: 269910 / SEC#: 801-106577
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/14/2015)
Exams
Series 5
Date: 12/11/1982
Interest Rate Options ExaminationCurrent Firm
GENCAP PORTFOLIO MANAGEMENT
CRD#: 269910 / SEC#: 801-106577
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 546 |
| AUM (Assets Under Management) | $ 396,253,659 |
Red Flags
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Company Information
GENCAP PORTFOLIO MANAGEMENT
CRD#: 269910Tiburon, CA 94920TRUST BUT VERIFY
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