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John William Lyttle iii

THE Lyttle Company, LLC

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About John William Lyttle iii

John William Lyttle III is an investment advisor representative with The Lyttle Company, LLC. John has been in the financial industry for over six years. John is a registered investment advisor in Georgia and Pennsylvania and holds a Series 65 license. John is also a Registered Investment Advisor Representative for The Lyttle Company, LLC in Pennsylvania.

Firm Information

John Lyttle iii is currently registered with THE Lyttle Company, LLC. THE Lyttle Company, LLC is an investment advisor with 1 investment advisor representative. They have approximately $3,145,856 in regulatory assets under management. THE Lyttle Company, LLC provides portfolio management for individuals and publication of periodicals. They primarily serve high net worth individuals and individuals other than high net worth.

$3.15M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Lyttle iii’s Registration & Firm History

PA

04/25/2023 - Present

THE Lyttle Company, LLC (TANNERSVILLE PA)

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Licenses & Designations

IA

Issued 06/04/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William Lyttle iii.
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