LYTLE INVESTMENT SERVICES CORP.
Legal name: LYTLE INVESTMENTS
CRD #297591 SEC #801-113598 GRAND ISLAND, NY 716-773-6626
SEC Registered
Total AUM
$66.7M
Discretionary
$56M
Employees
5
Clients
0
Accounts
359
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $66.7M | $56M | $10.7M | 5 | 27 |
| Oct 2024 | $67.4M | $57.9M | $9.5M | 6 | 37 |
| Sep 2024 | $67.4M | $57.9M | $9.5M | 6 | 37 |
| Apr 2024 | $67.4M | $57.9M | $9.5M | 6 | 37 |
| Mar 2024 | $67.4M | $57.9M | $9.5M | 6 | 37 |
| Jul 2023 | $61.1M | $51.8M | $9.3M | 6 | 38 |
| Mar 2023 | $61.1M | $51.8M | $9.3M | 6 | 38 |
| Mar 2022 | $78.9M | $67.8M | $11.1M | 5 | 36 |
| Mar 2021 | $69M | $56.6M | $12.4M | 5 | 37 |
| Jun 2020 | $57.5M | $47.3M | $10.2M | 5 | 36 |
| Mar 2020 | $57.5M | $47.3M | $10.2M | 5 | 36 |
| Jul 2019 | $47.1M | $39.3M | $7.9M | 4 | 50 |
| Feb 2019 | $47.1M | $39.3M | $7.9M | 4 | 50 |
| Aug 2018 | $54.6M | $42.5M | $12.2M | 4 | 43 |
| Jun 2018 | $54.6M | $42.5M | $12.2M | 4 | 43 |
DateMar 2025
Total AUM$66.7M
Discretionary$56M
Non-Disc.$10.7M
Employees5
Clients27
DateOct 2024
Total AUM$67.4M
Discretionary$57.9M
Non-Disc.$9.5M
Employees6
Clients37
DateSep 2024
Total AUM$67.4M
Discretionary$57.9M
Non-Disc.$9.5M
Employees6
Clients37
DateApr 2024
Total AUM$67.4M
Discretionary$57.9M
Non-Disc.$9.5M
Employees6
Clients37
DateMar 2024
Total AUM$67.4M
Discretionary$57.9M
Non-Disc.$9.5M
Employees6
Clients37
DateJul 2023
Total AUM$61.1M
Discretionary$51.8M
Non-Disc.$9.3M
Employees6
Clients38
DateMar 2023
Total AUM$61.1M
Discretionary$51.8M
Non-Disc.$9.3M
Employees6
Clients38
DateMar 2022
Total AUM$78.9M
Discretionary$67.8M
Non-Disc.$11.1M
Employees5
Clients36
DateMar 2021
Total AUM$69M
Discretionary$56.6M
Non-Disc.$12.4M
Employees5
Clients37
DateJun 2020
Total AUM$57.5M
Discretionary$47.3M
Non-Disc.$10.2M
Employees5
Clients36
DateMar 2020
Total AUM$57.5M
Discretionary$47.3M
Non-Disc.$10.2M
Employees5
Clients36
DateJul 2019
Total AUM$47.1M
Discretionary$39.3M
Non-Disc.$7.9M
Employees4
Clients50
DateFeb 2019
Total AUM$47.1M
Discretionary$39.3M
Non-Disc.$7.9M
Employees4
Clients50
DateAug 2018
Total AUM$54.6M
Discretionary$42.5M
Non-Disc.$12.2M
Employees4
Clients43
DateJun 2018
Total AUM$54.6M
Discretionary$42.5M
Non-Disc.$12.2M
Employees4
Clients43