Layne Financial Group

RIAState Registered
Total AUM
$58K
Discretionary
$58K
100% of AUM
Avg account
$5.8K
Accounts
10
Advisory reps
1

Firm details

Headquarters
Huntington, West Virginia
CRD number
336700
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals74.14%
  • Pension & Profit Sharing Plans25.86%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Layne Financial Group operates as an independent limited liability company advisory practice based in West Virginia. The firm serves both individual and family clients as well as institutional and business clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the production of periodicals and educational seminars. The firm also lists accounting among its business activities, indicating a mix of tax/accounting and investment advisory services. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Ethan Layne

    Ethan Layne

    ManagerCRD 7681593

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Huntington, WV

Cabell

Location

Huntington, WV

Headquartered in Huntington, WV, anchoring the Charleston-Huntington-Ashland, WV-OH-KY metro in the South.

Metro area
Charleston-Huntington-Ashland, WV-OH-KY
Region
South
County
Cabell
Address
1108 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth