Heather Lynn Lyon

C2 Private Wealth

27 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

C2 Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,068 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$1.2B

Fee Structure

Location

29409 Haggerty Road, Suite 200, Novi, MI, 48377

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Heather is a passive member in Lyon Family Associates, LLC, Lyon & Blunt Properties LLC, and Lyon Properties, all involved in real estate rental properties. She dedicates minimal time to these activities.