Overview
Assets Under Management: $68 million
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 16
Average Client Assets: $1.3 million
Frequently Asked Questions
LINWOOD INVESTMENT ADVISORS 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 #120289), LINWOOD INVESTMENT ADVISORS INC. is subject to fiduciary duty under federal law.
LINWOOD INVESTMENT ADVISORS INC. is headquartered in BUFFALO, NY.
LINWOOD INVESTMENT ADVISORS INC. serves 16 high-net-worth clients according to their SEC filing dated June 29, 2023. View client details ↓
According to their SEC Form ADV, LINWOOD INVESTMENT ADVISORS INC. offers portfolio management for individuals and pension consulting services. View all service details ↓
LINWOOD INVESTMENT ADVISORS INC. manages $68 million in client assets according to their SEC filing dated June 29, 2023.
According to their SEC Form ADV, LINWOOD INVESTMENT ADVISORS INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.60%
Average Client Assets: $1.3 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 120289
Filing ID: 1767448
Last Filing Date: 2023-06-29 13:43:00