Overview
Assets Under Management: $240 million
Headquarters: SANTA ANA, CA
High-Net-Worth Clients: 196
Average Client Assets: $0.5 million
Frequently Asked Questions
LINDA A. BARLOW, CFP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111643), LINDA A. BARLOW, CFP is subject to fiduciary duty under federal law.
LINDA A. BARLOW, CFP is headquartered in SANTA ANA, CA.
LINDA A. BARLOW, CFP serves 196 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, LINDA A. BARLOW, CFP offers financial planning and portfolio management for individuals. View all service details ↓
LINDA A. BARLOW, CFP manages $240 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, LINDA A. BARLOW, CFP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.27%
Average Client Assets: $0.5 million
Total Client Accounts: 686
Discretionary Accounts: 686
Regulatory Filings
CRD Number: 111643
Filing ID: 1834047
Last Filing Date: 2024-03-15 09:54:00