Layline Financial
Firm details
- Headquarters
- ,
- CRD number
- 327148
- Website
- laylinefin.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.47%
- Individuals47.53%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Layline Financial is an independent, owner-operated advisory LLC serving individual and family clients. The firm acts as a capital allocator and combines portfolio management with financial planning, selection of sub‑advisers, and investor education through seminars and workshops. Its fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. Layline reports an active interest in ESG considerations, and its practice is focused on smaller private client relationships rather than institutional pension consulting or related-adviser structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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