LAYLINE ADVISORS
LAYLINE ADVISORS, LLC Legal Name
Adviser information for LAYLINE ADVISORS last updated from Form ADV on January 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 304 | $66.4M |
| Non-Discretionary | 17 | $11.8M |
| Total | 321 | $78.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 52 | $9.0M |
| HNW Individuals | 48 | $63.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $5.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 692,612 |
| Portfolio Manager | 0 |
| Both for Same | 65.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| LAYLINE ADVISORS WRAP FEE PROGRAM | LAYLINE ADVISORS |
Identifiers
| SEC RIA File Number | 801-114790 |
|---|---|
| SEC ERA File Number | 801-114790 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285136 |
| Legal Entity Identifier | None |
Principal Office
17 PRINCE ST.ROCHESTER
NY
United States
Monday - Friday, 8AM-5PM
Tel: (585)210-8222, Fax: None
Chief Compliance Officer
MARK WYAND
FOUNDER, CCO
17 PRINCE ST.
ROCHESTER
NY
United States
Tel:
(585)210-8222
M*********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WYAND, MARK, CARL | Individual | – | FOUNDER & CCO | 07/2016 | > 75% |