|
⚲
|
| Lynnleigh & Company LLC
✚
|
|
|---|---|
| CRD # | 285044 |
| SEC # | 801-114238 |
| CIK # | |
| AUM | $161.5 M (2026-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 585-623-5970 |
| Address | 1160 Pittsford Victor Road, Suite A Pittsford, NY 14534 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 70.1 |
| (b) Individuals (high net worth individuals) | 57 | 87.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 4.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 161.5 |
| By Discretionary | ||
| Discretionary | 288 | 161.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 288 | 161.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.5 | |
| Total | 288 | 161.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Financial ZEN Group Inc
✚
|
CA | 0.2 |
|
Hanke & Apolonio Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Semitam Bonam LLC
✚
|
NY | 0.2 |
|
Morrissey Wealth Management LLC
✚
|
CT | 0.2 |
|
Financially Speaking Inc
✚
|
CO | 0.2 |
|
Moulton Wealth Management Inc
✚
|
WA | 0.2 |
|
Hackett Financial Group LLC
✚
|
TX | 0.2 |
|
Scherer Financial Advisory Services LLC
✚
|
TX | 0.2 |
|
Moore Wealth LLC
✚
|
MD | 0.2 |
|
GRP Financial Services LLC
✚
|
ME | 0.2 |