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- Custodian
- Charles Schwab & Company · Matrix Trust · Prudential
- Clients
- Retail and Institutional
- Platforms
- Legacy oakElement wave +more
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
About Lytle Investments
Lytle Investments is a fee-based wealth management firm in Grand Island, NY, delivering personalized financial planning and investment management for individuals and families from early career through retirement. The team designs goal-based portfolios with an emphasis on balancing growth, income, liquidity, and safety, and stays engaged through periodic written updates and review meetings. Custody includes Charles Schwab; strategies commonly use ETFs and mutual funds.
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Owner & Executives
JULIUS WILLIAM AEBLY JR
Owner, President
- CRD
- #1604730
- Ownership
- 75% or more
MARIE A ZACZEK
ADMINISTRATIVE MANAGER, Associate, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PAUL DENNIS LYTLE
President
- CRD
- #812630
THOMAS ALLEN LYTLE
Wealth Advisor
- CRD
- #801168
Vector horizon
Unison glacier
- CRD
- #79538
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,463,235 | $197,091 |
| Non-Discretionary | $10,866,947 | $388,105 |
| Total | $74,330,182 | $212,372 |
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Separately Managed Accounts
Total SMA Asset: $74,330,182
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $271,288,372 | 17.5% |
| Cash | $539,476,306 | 34.8% |
| Public Funds | $127,117,980 | 8.2% |
| Corporate - Investment Grade | $612,336,611 | 39.5% |
| Total | $1,550,219,269 | 100.0% |