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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2025
- Office Locations
- 1
Office Locations
About Layne Financial Group
Layne Tax Solutions (Layne Financial Group) in Barboursville, WV provides personal and small-business tax preparation, tax optimization/compliance, accounting support, and financial consulting for entrepreneurs and individuals. The team advises on budgeting, cash flow, forecasting, and risk planning, and offers tax and financial planning through a Schwab-custodied retail advisory practice that builds portfolios using ETFs and mutual funds, with a client portal for secure access.
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Owner & Executives
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Ethan Michael Layne
--
- CRD
- #7681593
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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