LYELL WEALTH MANAGEMENT, LP
Financial companies choose how they share your personal information. Federal law gives our clients the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do. We do not disclose nonpublic personal information about our clients or former clients to third parties other than as described below.
Personal information we collect. We may collect information about you (such as your name, address, social security number, assets, income, investment experience, transaction history and wire transfer instructions) in connection with our providing investment advisory services to you. Users of our website may provide information regarding their use of our website and their email and domain information.
How we collect this information. We collect this information from you through various means. For example when you give us your contact information, enter into an investment advisory contract with us, tell us where to send money, make a wire transfer or from our discussions with you. We may also collect this information electronically through your use of this website.
How we use this information. All financial companies need to share customers’ personal information to run their everyday business and we use the personal information we collect from you for our everyday business purposes. These purposes may include for example: to provide advisory services to you, to open an account for you, to process a transaction for your account, to respond to court orders, regulatory inquiries and legal investigations.
Disclosure to others. In order to service your account and effect your transactions, we may provide your personal information to firms that assist us in servicing your account and have a need for such information, such as a broker or custodian. How we protect your personal information. To protect your personal information from unauthorized access and use, we use security measures that comply with Federal law. We restrict access to nonpublic personal information about you to our employees who need to know that information to provide products or services to you. We also maintain physical, electronic and procedural safeguards.
Who is providing this Privacy Notice. This Privacy Notice relates to Lyell Wealth Management LP (“Lyell”).
Who to contact with questions. If you have any questions about this Privacy Notice, please call (650) 353-3692.