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Lytle Investments
Grand Island, New York
4.0
3 Reviews
Lytle Investments, a small investment advisory firm based out of Grand Island, NY, has been serving clients with expertise and dedication. With one office, the firm comprises a team of six professionals, four of whom specialize in providing comprehensive investment advisory services. Leveraging their collective experience, Lytle Investments consistently manages an impressive average of $15,280,000 in assets per investment advisor.
The firm's compensation structure is multifaceted, incorporating various types such as a percentage of assets under management and fixed fees. Their extensive knowledge and proficiency in managing emplo...see more
Assets Under Mgmt
$61.11M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Lytle Investments
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