Layline Advisors
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 285136
- Registered since
- March 8, 2019
- Website
- laylineadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.26%
- Individuals16.49%
- Pension & Profit Sharing Plans10.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Layline Advisors is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2019. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as fixed fees. Layline does not identify as an active ESG investor and is not set up as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities22%
- Cash & Cash Equivalents14%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$84.6M in ETFs
81%
$68.7M
19%
$15.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $25.2M | 32,905 | 29.80% |
Location
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 19 Prince St
- Time zone
- ET (UTC-5)
- Office locations
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