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LYTLE INVESTMENTS
LYTLE INVESTMENT SERVICES CORP.
CRD 297591 · SEC 801-113598
101 LANG BOULEVARD, GRAND ISLAND, NY, 14072, United States
Phone
716-773-6626
Fax
7167736522
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$74.3M
Discretionary AUM
$63.5M
Team
5 total employees; 3 advisory reps; 22 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $49.7M |
| High net worth individuals | 16 | $24.7M |
| Corporations/business entities | 1 | $18K |
States served
NY, NC, FL
All web addresses on file
Official SEC filing: View on IAPD