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LYNNLEIGH & COMPANY, LLC
1160 Pittsford Victor Road, Suite A
Pittsford, New York 14534
Tel: (585) 623-5970
About LYNNLEIGH & COMPANY, LLC
LYNNLEIGH & COMPANY, LLC, formally registered with the SEC as LYNNLEIGH & COMPANY, LLC. The firm was established in 11/02/2018. They have over 2 offices throughout the country.
LYNNLEIGH & COMPANY, LLC is a Pittsford, New York based Financial Planning firm with nearly $112,317,737 assets under management, offering retirement planning & investment advisory services to 797 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285044 |
| SEC# | 801-114238 |
| Assets Managed by Firm | $112,317,737 |
| No. of Clients | 797 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 797 | $112,317,737 |
| Individuals (other than high net worth individuals) | 219 | $57,343,245 |
| High net worth individuals | 42 | $54,974,492 |
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