Lytle Investment Services Corp is a mid-sized advisory firm based in Grand Island. It manages $54.18 million of regulatory assets for 330 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and New York.
Lytle Investment Services Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lytle Investment Services Corp is $54.18 million. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lytle Investment Services Corp for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Thomas Allen Lytle is individuals with 184 clients and $26.94 million of assets under management. Among the 2 most similar advisory firms, Lytle Investment Services Corp has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $54.18 million for 218 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lytle Investment Services Corp doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Allen Lytle has been acting as President since 1 Mar 1985. Marie A Zaczek joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lytle Investment Services Corp performs its advisory services is located at 101 Lang Blvd, Grand Island, NY 14072, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 716-773-6626 or by fax 716-773-6522. The normal business hours are 8am-5pm est on Monday - Friday. You can find more information about the New York firm at lytleinvestments.com.