LYNNLEIGH & COMPANY, LLC

RIASEC RegisteredEst. 2018

Total AUM

$162M

Discretionary

$162M

100% of AUM

Avg account

$561K

Accounts

288

Employees

Advisory reps

Firm details

Headquarters: PITTSFORD, New York
CRD number: 285044
Registered since: November 2, 2018
Website: www.lynnleighco.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI53.84%
Individuals43.39%
Pension & Profit Sharing Plans2.77%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lynnleigh & Company, LLC is an independent registered investment adviser that began SEC registration in 2018 and is organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional clients. It combines portfolio management and financial planning for individuals and small businesses with related services such as publication of periodicals/newsletters and educational seminars/workshops. Lynnleigh also operates as an insurance broker and bills clients via a percentage-of-assets-under-management fee schedule and hourly charges. The firm does not self-identify as an active ESG investor, is not a capital allocator, and is not positioned as a multi-state adviser or pension consultant based on the available disclosures.