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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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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