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Building 2LYNNLEIGH & COMPANY, LLC

Map pinPITTSFORD, NY
Phone(585) 623-5970
NotebookSEC #801-114238
Total AUM
$161.5M
Employees
5
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1160 PITTSFORD VICTOR ROAD, SUITE A
PITTSFORD
NY 14534
United States
Operating Hours
8AM -5PM
Monday - Friday
Phone
(585) 623-5970
Other Offices
1

ReceiptFinancials

Total AUM
$161.5M
Accounts
288
Discretionary
$161.5M
Accounts
288
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
224
AUM
$70.1M
HNW Individual Clients
57
AUM
$87M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
7
AUM
$4.5M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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