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| Happy Holidays!! thanks for using AUM13F!! |
| Layline Advisors LLC
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| CRD # | 285136 |
| SEC # | 801-114790 |
| CIK # | |
| AUM | $106.5 M (2025-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 585-210-8222 |
| Address | 19 Prince St Rochester, NY 14607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 14.5 |
| (b) Individuals (high net worth individuals) | 50 | 81.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 379 | 106.5 |
| By Discretionary | ||
| Discretionary | 364 | 89.7 |
| Non-Discretionary | 15 | 16.8 |
| Total | 379 | 106.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.5 | |
| Total | 379 | 106.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Imprint Wealth LLC
✚
|
SC | 0.1 |
|
2 Knights Wealth Management LLC
✚
|
OH | 0.1 |
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Blair Hall Advisors LLC
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0.1 | |
|
Nye Wealth Management LLC
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|
OH | 0.1 |
|
Berkshire Advisors Inc
✚
|
PA | 0.1 |
|
Gunder Wealth Management LLC
✚
|
0.1 | |
|
Liberty Asset Management LLC
✚
|
PA | 0.1 |
|
Individual Asset Management Inc
✚
|
CA | 0.1 |
|
Sky Vision Wealth Management Corp
✚
|
CA | 0.1 |
|
Bluedoor Private Wealth LLC
✚
|
MA | 0.1 |