Lytle Investments
Lytle Investments (CRD# 108109) is a financial advisory firm headquartered in Grand Island, NY. They manage $54,178,192 in 330 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts330ACCOUNTS
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Average Account Value$164,176
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY
Financial Advisors at Lytle Investments
No Advisor Found.
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