Layne Financial Group

Overview

Layne Financial Group is a small independent registered investment adviser organized as a limited liability company. The firm serves individual and family clients as well as some institutional relationships and combines traditional advisory work with accounting services. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through publications and seminars. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor and is not positioned as a multi-state capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives