$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2019
- Office Locations
- 1
Office Locations
-- Chadds Ford PA
About THE Lyttle Company, LLC
THE Lyttle Company, LLC is a Chadds Ford-based RIA. The firm has been operating for 6 years. Managing $2.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$735.1K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN WILLIAM LYTTLE III
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7142838
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,940,558 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,940,558 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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