Lytle Investment Services Corp.
● SEC registered since 2018CRD 297591SEC# 801-113598Grand Island, NY
Reg. AUM
$74.3M
Employees
5
Accounts
350
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 $74.3 million in regulatory assets under management and employs 5 people.
Lytle Investment Services Corp. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julius William Aebly Control | President And Owner | Over 75% | 2018 |
| Marie A Zaczek | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Lytle Investment Services Corp. manage?
Lytle Investment Services Corp. reports $74.3 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
| Address | 101 Lang Boulevard, Grand Island, NY 14072 |
| Phone | 716-773-6626 |
| Fax | 7167736522 |
| Office hours | 8-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$74.3M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$74.3Mregulatory AUM
Discretionary $63.5MNon-discretionary $10.9M