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Overview Share
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Rochester, New York
$37.1 million AUM
2 offices

Layline Advisors is based in Rochester, New York and has $37.1 million in assets under management.

Location
17 Prince Street
Rochester, NY 14607
$37.1 million
AUM
2
Employees
AUM Share
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$37,100,000
Assets under management
172 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 55 $6,200,000 17% $112,727
High net worth individuals 22 $30,900,000 83% $1,404,545
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$37,100,000
Assets under management
$18,550,000
AUM per employee
$18,550,000
AUM per investment analyst
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Compensation

Layline Advisors makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Layline Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 285,136
SEC number 801-114790
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date January 06, 2020

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