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...
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Assets Under Mgmt

$61.11M

Investment Professionals

4

Locations

0

% 401K & Individual

66%

% Discretionary

85%
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
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