Investment adviser · CRD 285044

LYNNLEIGH & COMPANY, LLC

Investment adviser filing (IA)

PITTSFORD, NY, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $162M
Client accounts: 288
Employees: 5
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	57	$86,977,699	53.8%
Individuals	224	$70,086,240	43.4%
Retirement plans	7	$4,473,118	2.8%
Banks & thrifts	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 2078177 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

1160 PITTSFORD VICTOR ROAD, SUITE A
PITTSFORD, NY, 14534, United States

CRD 285044

Filing source

Form ADV 2078177 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.