Lytle Investments
Lytle Investments is an SEC-registered mass-market adviser in Grand Island, NY with $74.3M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Lytle Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297591, SEC 801-113598, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $74.3M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Grand Island, NY
- Employees
- 5
- Clients
- 204
- CRD
- 297591
- Ownership
- AEBLY, JULIUS, WILLIAM; ZACZEK, MARIE, A
How much AUM does Lytle Investments have?
Lytle Investments reported $74.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Lytle Investments?
Disclosed owners and executives of Lytle Investments include AEBLY, JULIUS, WILLIAM, ZACZEK, MARIE, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.