Overview
Assets Under Management: $164 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
LINDER FINANCIAL SERVICES, INC. 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 #117861), LINDER FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
LINDER FINANCIAL SERVICES, INC. is headquartered in ALPHARETTA, GA.
LINDER FINANCIAL SERVICES, INC. serves 49 high-net-worth clients according to their SEC filing dated February 09, 2025. View client details ↓
According to their SEC Form ADV, LINDER FINANCIAL SERVICES, INC. offers portfolio management for individuals. View all service details ↓
LINDER FINANCIAL SERVICES, INC. manages $164 million in client assets according to their SEC filing dated February 09, 2025.
According to their SEC Form ADV, LINDER FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.86
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 109
Non-Discretionary Accounts: 109
Regulatory Filings
CRD Number: 117861
Last Filing Date: 2025-02-09 00:00:00
Website: https://gmail.com