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| Keyboard |
| Layline Advisors LLC
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|
|---|---|
| CRD # | 285136 |
| SEC # | 801-114790 |
| CIK # | |
| AUM | 131.3 M (2026-01-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 585-210-8222 |
| Address | 19 Prince St Rochester, NY 14607 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 21.7 |
| (b) Individuals (high net worth individuals) | 48 | 96.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 13.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 418 | 131.3 |
| By Discretionary | ||
| Discretionary | 403 | 112.2 |
| Non-Discretionary | 15 | 19.1 |
| Total | 418 | 131.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.3 | |
| Total | 418 | 131.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 8 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
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|
LMPG Wealth Advisors LLC
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|
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|
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|
1st Discount Brokerage Inc
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|
Uplevel Wealth LLC
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|
Seattle Wealth Management LLC
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|
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|
Kerr Financial Planning Corporation
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|
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|
Steeloaks Investment Advisers Inc
✚
|
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