LYTLE INVESTMENT SERVICES CORP
Legal name: LYTLE INVESTMENTS
CRD #108109 SEC #801-57938 GRAND ISLAND, NY 716-773-6626
SEC Registered
Total AUM
$54.2M
Discretionary
$42.7M
Employees
4
Clients
1
Accounts
330
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $54.2M | $42.7M | $11.5M | 4 | 37 |
| Mar 2017 | $85.2M | $53.6M | $31.6M | 4 | 200 |
| Mar 2016 | $81.2M | $51.4M | $29.8M | 4 | 200 |
| Mar 2015 | $87M | $52.5M | $34.5M | 4 | 200 |
| Mar 2014 | $86M | $49.3M | $36.7M | 4 | 200 |
| Feb 2013 | $80.8M | $45.7M | $35.1M | 4 | 200 |
| Mar 2012 | $72.1M | $41.6M | $30.5M | 1 | 200 |
| May 2011 | $69.2M | $37.3M | $31.9M | 5 | -- |
| Mar 2011 | $69.2M | $37.3M | $31.9M | 5 | -- |
| Oct 2009 | $56M | $29.4M | $26.6M | 5 | -- |
| Mar 2009 | $56M | $29.4M | $26.6M | 5 | -- |
| Jan 2008 | $76.8M | $42.7M | $34.1M | 5 | -- |
| Mar 2007 | $68.6M | $68.6M | $0 | 5 | -- |
| Mar 2006 | $56.2M | $56.2M | $0 | 5 | -- |
| Jan 2006 | $48.2M | $48.2M | $0 | 5 | -- |
| Jan 2006 | $48.2M | $48.2M | $0 | 5 | -- |
| Oct 2005 | $48.2M | $48.2M | $0 | 5 | -- |
| Mar 2004 | $35.4M | $35.4M | $0 | 5 | -- |
DateFeb 2018
Total AUM$54.2M
Discretionary$42.7M
Non-Disc.$11.5M
Employees4
Clients37
DateMar 2017
Total AUM$85.2M
Discretionary$53.6M
Non-Disc.$31.6M
Employees4
Clients200
DateMar 2016
Total AUM$81.2M
Discretionary$51.4M
Non-Disc.$29.8M
Employees4
Clients200
DateMar 2015
Total AUM$87M
Discretionary$52.5M
Non-Disc.$34.5M
Employees4
Clients200
DateMar 2014
Total AUM$86M
Discretionary$49.3M
Non-Disc.$36.7M
Employees4
Clients200
DateFeb 2013
Total AUM$80.8M
Discretionary$45.7M
Non-Disc.$35.1M
Employees4
Clients200
DateMar 2012
Total AUM$72.1M
Discretionary$41.6M
Non-Disc.$30.5M
Employees1
Clients200
DateMay 2011
Total AUM$69.2M
Discretionary$37.3M
Non-Disc.$31.9M
Employees5
Clients--
DateMar 2011
Total AUM$69.2M
Discretionary$37.3M
Non-Disc.$31.9M
Employees5
Clients--
DateOct 2009
Total AUM$56M
Discretionary$29.4M
Non-Disc.$26.6M
Employees5
Clients--
DateMar 2009
Total AUM$56M
Discretionary$29.4M
Non-Disc.$26.6M
Employees5
Clients--
DateJan 2008
Total AUM$76.8M
Discretionary$42.7M
Non-Disc.$34.1M
Employees5
Clients--
DateMar 2007
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$56.2M
Discretionary$56.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--