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Lytle Investment Services Corp.

● SEC registered since 2018CRD 297591SEC# 801-113598Grand Island, NY
Export (members)
Reg. AUM
$66.7M
Employees
5
Accounts
359
Location
Grand Island, NY

Lytle Investment Services Corp. assets under management

Lytle Investment Services Corp. is a registered investment adviser overseen by the SEC based in Grand Island, NY. The firm has been registered since 2018. It reports $66.7 million in regulatory assets under management and employs 5 people.

Lytle Investment Services Corp. owners & executives

2 reported
NameTitleOwnershipSince
Julius William Aebly ControlPresident And OwnerOver 75%2018
Marie A ZaczekChief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Lytle Investment Services Corp. manage?

Lytle Investment Services Corp. reports $66.7 million in regulatory assets under management on its Form ADV.

How many employees does Lytle Investment Services Corp. have?

Lytle Investment Services Corp. reports 5 employees.

Where is Lytle Investment Services Corp. located?

Lytle Investment Services Corp. is based in Grand Island, NY and has been SEC-registered since 2018.

Does Lytle Investment Services Corp. disclose fund performance?

Lytle Investment Services Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Lang Boulevard, Grand Island, NY 14072
Phone716-773-6626
Fax7167736522
Office hours5-Aug
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$56M
Non-discretionary$10.7M
Total (RAUM)$66.7M