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LYNNLEIGH & COMPANY, LLC
CRD 285044 · SEC 801-114238
1160 PITTSFORD VICTOR ROAD, SUITE A, PITTSFORD, NY, 14534, United States
Phone
(585) 623-5970
Fax
(585) 486-3943
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.5M
Discretionary AUM
$161.5M
Team
5 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $70.1M |
| High net worth individuals | 57 | $87.0M |
| Pension/profit sharing plans | 7 | $4.5M |
States served
NY, NC, FL
All web addresses on file
Official SEC filing: View on IAPD