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Julius William Aebly

LYTLE INVESTMENT SERVICES CORP.·GRAND ISLAND, New York
Unclaimed Profile
101 LANG BOULEVARD, GRAND ISLAND, NY 14072CRD# 1604730Firm CRD# 297591
01

About

Julius William Aebly is a registered financial advisor based in GRAND ISLAND, New York, affiliated with LYTLE INVESTMENT SERVICES CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LYTLE INVESTMENT SERVICES CORP.
LYTLE INVESTMENTS
AUM
$67M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LYTLE INVESTMENT SERVICES CORP. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1604730
Firm CRD# 297591
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julius William Aebly offer?
Julius William Aebly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRAND ISLAND, New York for a consultation.
What are Julius William Aebly's credentials?
Julius William Aebly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julius William Aebly located?
Julius William Aebly is based in GRAND ISLAND, New York, working with LYTLE INVESTMENT SERVICES CORP.. Their office serves clients in the GRAND ISLAND metropolitan area and surrounding communities.
How does Julius William Aebly charge for services?
Julius William Aebly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LYTLE INVESTMENT SERVICES CORP.?
LYTLE INVESTMENT SERVICES CORP. has approximately 6 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GRAND ISLAND
Thomas Allen Lytle — LYTLE INVESTMENT SERVICES CORPPaul Dennis Lytle — LYTLE INVESTMENT SERVICES CORPMarie A Zaczek — LYTLE INVESTMENT SERVICES CORP.
Nearby cities in New York
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City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
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