Lynnleigh & Company, LLC (Pittsford)

Name: Lynnleigh & Company, LLC
Address: 1160 Pittsford Victor Road, Suite A, Pittsford, NY, 14534
Telephone: (585) 623-5970

Lynnleigh & Company, LLC is a mid-sized advisory firm based in Pittsford. It manages $86.68 million of regulatory assets for 291 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of New York and Texas.

Lynnleigh & Company provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lynnleigh & Company: assets under management

The assets under management (AUM) of Lynnleigh & Company, LLC is $86.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $86.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $297.86 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 75% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 13% of the firm’s portfolio. Investments in exchange traded securities form 6% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lynnleigh & Company, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lynnleigh & Company serves?

The firm provides services to individuals, other investment advisers, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Lynnleigh & Company is individuals with 211 clients and $55.59 million of assets under management. Among the 5 most similar advisory firms, Lynnleigh & Company has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $86.68 million for 253 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Lynnleigh & Company doesn't advise any private funds.

Careers at Lynnleigh & Company, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rebecca L. Gillette	Co-founder and chief compliance officer	1 Aug 2016	50% - 75%	4208151
Kelly Leigh Olczak	Co-founder and managing partner	1 Jul 2018	50% - 75%	5039125

Based in Pittsford

The principal office where Lynnleigh & Company, LLC performs its advisory services is located at 1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534, which is also the mailing address of the firm. An additional office of the firm is in Victor, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (585) 623-5970 or by fax (585) 486-3943. The normal business hours are 8am -5pm on Monday - Friday. You can find more information about the New York firm at lynnleighco.com/.