Overview
Assets Under Management: $1.4 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 1,233
Average Client Assets: $1 million
Frequently Asked Questions
LINDEN THOMAS ADVISORY SERVICES, LLC 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 #288557), LINDEN THOMAS ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
LINDEN THOMAS ADVISORY SERVICES, LLC is headquartered in CHARLOTTE, NC.
LINDEN THOMAS ADVISORY SERVICES, LLC serves 1,233 high-net-worth clients according to their SEC filing dated November 07, 2024. View client details ↓
According to their SEC Form ADV, LINDEN THOMAS ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LINDEN THOMAS ADVISORY SERVICES, LLC manages $1.4 billion in client assets according to their SEC filing dated November 07, 2024.
According to their SEC Form ADV, LINDEN THOMAS ADVISORY SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 1,233
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.13
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 6,532
Discretionary Accounts: 2,789
Non-Discretionary Accounts: 3,743
Regulatory Filings
CRD Number: 288557
Last Filing Date: 2024-11-07 00:00:00
Website: https://pattentraining.com