LYTLE INVESTMENTS

101 Lang Boulevard
Grand Island, New York 14072
Tel: 716-773-6626

About LYTLE INVESTMENTS

LYTLE INVESTMENTS, formally registered with the SEC as LYTLE INVESTMENTS. The firm was established in 07/12/2018. They have over 1 offices throughout the country.

LYTLE INVESTMENTS is a Grand Island, New York based Financial Planning firm with nearly $67,414,350 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297591
SEC#	801-113598
Assets Managed by Firm	$67,414,350
No. of Clients	375
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	375	$67,414,350
Individuals (other than high net worth individuals)	200	$45,672,680
High net worth individuals	19	$21,690,631
Corporations or other businesses	1	$51,039

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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