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LAYLINE ADVISORS
LAYLINE ADVISORS, LLC
CRD 285136 · SEC 801-114790
19 PRINCE ST., 3RD FLOOR, ROCHESTER, NY, 14607, United States
Phone
(585)210-8222
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.3M
Discretionary AUM
$112.2M
Team
4 total employees; 3 advisory reps; 8 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $21.7M |
| High net worth individuals | 48 | $96.2M |
| Pension/profit sharing plans | 6 | $13.4M |
| Corporations/business entities | 1 | — |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD