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- Custodian
- Altruist · Truist Bank · Wells Fargo
- Clients
- Retail
- Platforms
- Prime frontier
- Established Date
- 07-12-2023
- Office Locations
- 1
Office Locations
About Layline Financial
Layline Financial is a fee-only advisory firm offering advice-only planning and investment management. The team provides ongoing access, routine check-ins, and annual investment reviews, with planning across retirement, investments, cash flow, insurance, and estate considerations. Portfolios focus on custom, tax-efficient strategies including direct indexing and concentrated stock management, implemented primarily with ETFs and custody through Altruist.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Claireese Lynell Baggao
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7170418
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,167,033 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,167,033 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,167,033
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,672,917,173 | 100.0% |
| Total | $8,672,917,173 | 100.0% |