Overview
Assets Under Management: $162 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 57
Average Client Assets: $1.5 million
Frequently Asked Questions
LYNNLEIGH & COMPANY, LLC 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 #285044), LYNNLEIGH & COMPANY, LLC is subject to fiduciary duty under federal law.
LYNNLEIGH & COMPANY, LLC is headquartered in PITTSFORD, NY.
LYNNLEIGH & COMPANY, LLC serves 57 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, LYNNLEIGH & COMPANY, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
LYNNLEIGH & COMPANY, LLC manages $162 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, LYNNLEIGH & COMPANY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.84%
Average Client Assets: $1.5 million
Total Client Accounts: 288
Discretionary Accounts: 288
Regulatory Filings
CRD Number: 285044
Filing ID: 2078177
Last Filing Date: 2026-03-31 16:29:43