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Building 2LYTLE INVESTMENTS

Map pinGRAND ISLAND, NY
Phone716-773-6626
NotebookSEC #801-113598
Total AUM
$74.3M
Employees
5
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 LANG BOULEVARD
GRAND ISLAND
NY 14072
United States
Operating Hours
8-5
Monday - Friday
Phone
716-773-6626

ReceiptFinancials

Total AUM
$74.3M
Accounts
350
Discretionary
$63.5M
Accounts
322
Non-Discretionary
$10.9M
Accounts
28

ContactClients

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Individual Clients
187
AUM
$49.7M
HNW Individual Clients
16
AUM
$24.7M
Corporation or Business Clients
1
AUM
$17.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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