Investment adviser · CRD 297591
LYTLE INVESTMENTS
Investment adviser filing (IA)
LYTLE INVESTMENT SERVICES CORP.
GRAND ISLAND, NY, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $74.3M Form ADV · Item 5.F
- Client accounts
- 350 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 187 | $49,661,559 | 66.8% |
| High-net-worth individuals | 16 | $24,650,767 | 33.2% |
| Corporations & businesses | 1 | $17,856 | 0.0% |
Filing source
Form ADV 2066917 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
101 LANG BOULEVARDGRAND ISLAND, NY, 14072, United States
CRD 297591
Filing source
Form ADV 2066917 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.