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LAYLINE ADVISORS
17 Prince St.
Rochester, New York 14607
Tel: (585)210-8222
About LAYLINE ADVISORS
LAYLINE ADVISORS, formally registered with the SEC as LAYLINE ADVISORS. The firm was established in 03/08/2019. They have over 1 offices throughout the country.
LAYLINE ADVISORS is a Rochester, New York based Financial Planning firm with nearly $106,535,272 assets under management, offering retirement planning & investment advisory services to 379 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285136 |
| SEC# | 801-114790 |
| Assets Managed by Firm | $106,535,272 |
| No. of Clients | 379 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 379 | $106,535,272 |
| Individuals (other than high net worth individuals) | 57 | $14,488,365 |
| High net worth individuals | 50 | $81,870,182 |
| Pension and profit sharing plans | 6 | $10,155,000 |
| Corporations or other businesses | 1 | $21,725 |
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