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Building 2LYTLE INVESTMENTS

Map pinGRAND ISLAND, NY
Phone716-773-6626
NotebookSEC #801-57938
Total AUM
$54.2M
Employees
4
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$54.2M
Accounts
330
Discretionary
$42.7M
Accounts
308
Non-Discretionary
$11.5M
Accounts
22

ContactClients

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Individual Clients
184
AUM
$26.9M
HNW Individual Clients
19
AUM
$15.8M
Pension/Profit Sharing Plan Clients
15
AUM
$11.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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