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President and Owner · Lytle Investments

Julius W. Aebly

CRD 1604730 · Named on Form ADV at one SEC-registered adviser

At a glance

Lytle Investments, an SEC-registered wealth manager based in Grand Island, NY with $74 million in regulatory assets, lists Julius W. Aebly on its Form ADV as President and Owner, a control person.

Firms and roles

  • Lytle InvestmentsPresident and OwnerWealth manager · Grand Island, NY · $74M in regulatory assets

AtlasMembers

Julius’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julius’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.