Layline Advisors
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 285136
- Registered since
- March 8, 2019
- Website
- laylineadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.26%
- Individuals16.49%
- Pension & Profit Sharing Plans10.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Layline Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. Ownership is listed as an individual principal. The firm serves a mix of individual/family and institutional clients and bills on both a percentage-of-AUM basis and through fixed fees. Core advisory services disclosed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as an ESG-focused adviser and does not identify as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities22%
- Cash & Cash Equivalents14%
Owners & executives
1 of 1
Charles Ruff
Chief Investment OfficerCRD 7174900
Contacts
2 of 2
Mark Wyand
Founder and AdvisorCRD 5402543
Matthew Lechner
Associate Financial PlannerCRD 7022127
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$93.8M in ETFs
75%
$70.1M
25%
$23.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.8M | 33,139 | 26.47% |
Location
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 19 Prince St
- Time zone
- ET (UTC-5)
- Office locations
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