Overview
Assets Under Management: $131 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 48
Average Client Assets: $2.0 million
Frequently Asked Questions
LAYLINE ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285136), LAYLINE ADVISORS is subject to fiduciary duty under federal law.
LAYLINE ADVISORS is headquartered in ROCHESTER, NY.
LAYLINE ADVISORS serves 48 high-net-worth clients according to their SEC filing dated January 09, 2026. View client details ↓
According to their SEC Form ADV, LAYLINE ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LAYLINE ADVISORS manages $131 million in client assets according to their SEC filing dated January 09, 2026.
According to their SEC Form ADV, LAYLINE ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.26%
Average Client Assets: $2.0 million
Total Client Accounts: 418
Discretionary Accounts: 403
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 285136
Filing ID: 2037861
Last Filing Date: 2026-01-09 12:28:24