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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lynnleigh & Company LLC
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| CRD # | 285044 |
| SEC # | 801-114238 |
| CIK # | |
| AUM | $134.6 M (2025-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 585-623-5970 |
| Address | 1160 Pittsford Victor Road, Suite A Pittsford, NY 14534 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 58.4 |
| (b) Individuals (high net worth individuals) | 47 | 75.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 290 | 134.6 |
| By Discretionary | ||
| Discretionary | 290 | 134.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 290 | 134.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.6 | |
| Total | 290 | 134.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
My Portfolio Guide LLC
✚
|
CA | 0.1 |
|
Redwood Coast Financial Partners
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|
CA | 0.1 |
|
Family Legacy Financial Solutions LLC
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NC | 0.1 |
|
ARK Royal Wealth Management LLC
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|
NC | 0.1 |
|
Morrissey Wealth Management LLC
✚
|
CT | 0.1 |
|
Hackett Financial Group LLC
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|
TX | 0.1 |
|
Shapiro Financial Security Group Inc
✚
|
NJ | 0.1 |
|
Aventus Investment Advisors Inc
✚
|
FL | 0.1 |
|
Vision Capital Partners
✚
|
MI | 0.1 |
|
Capital City Wealth Management Inc
✚
|
ND | 0.1 |