Lytle Investments

Lytle Investments (CRD# 297591) is a financial advisory firm headquartered in Grand Island, NY. They manage $67,414,350 in 375 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
101 Lang Boulevard, Grand Island, NY 14072
http://www.lytleinvestments.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $179,772
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, NY, TX

Financial Advisors at Lytle Investments
Showing 1 - 4 of 4 top financial advisors.
1
Julius Aebly, financial advisor Grand Island NY
Julius W. Aebly
CRD#: 1604730
101 Lang Boulevard, Grand Island, NY 14072

Julius Aebly (CRD# 1604730) is an Investment Advisor Representative working at Lytle Investments in Grand Island, NY and has over 37 years of experience in the finance industry.

2
Charles Lytle, financial advisor Grand Island NY
Charles A. Lytle
CRD#: 5672581
101 Lang Boulevard, Grand Island, NY 14072

Charles Lytle (CRD# 5672581) is an Investment Advisor Representative working at Lytle Investments in Grand Island, NY and has over 14 years of experience in the finance industry.

3
Paul Lytle, financial advisor Grand Island NY
Paul D. Lytle
CRD#: 812630
101 Lang Boulevard, Grand Island, NY 14072

Paul Lytle (CRD# 812630) is an Investment Advisor Representative working at Lytle Investments in Grand Island, NY and has 1 year of experience in the finance industry.

4
Thomas Lytle, financial advisor Grand Island NY
Thomas A. Lytle
CRD#: 801168
101 Lang Boulevard, Grand Island, NY 14072

Thomas Lytle (CRD# 801168) is an Investment Advisor Representative working at Lytle Investments in Grand Island, NY and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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