Thomas
Lytle
Lytle Investments
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About this Advisor
Thomas Lytle is a financial advisor based in Grand Island, New York, working with Lytle Investments. Thomas has previously held positions at Lytle Associates Inc, Lytle Investment Services Corp, Royal Alliance Associates, Inc, Summit Consultants & Advisors, LLC, and Mot, LLC (D/B/A Lytle Associates). Thomas has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Thomas is part of Lytle Investments, which operates out of Grand Island, New York. The firm has 6 employees and manages assets totaling $67.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lytle Investments includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lytle Investments Brokerage Details
$67,414,350
6
375
$179,772
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Thomas Lytle Work History
Mot, LLC(D/B/A Lytle Associates)
Royal Alliance Associates, Inc
Lytle Investment Services Corp
Summit Consultants & Advisors, LLC
Lytle Associates Inc
Disclosures
Please visit the SEC profile of Thomas Lytle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lytle Investments
Grand Island, NY
Grand Island, NY
Grand Island, NY
Grand Island, NY
Grand Island, NY
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