LINDER FINANCIAL SERVICES, INC.
  • LINDER FINANCIAL SERVICES, INC.

Adviser Profile

As of Date 10/31/2025
Registration status Terminated
ADV Location ALPHARETTA, GA, United States
Contact Info 770 xxxxxxx
Websites
AUM* 163,555,606 23%
of that, discretionary 0
Number of Employees 4 -20%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 1,500,510 370%
% High Net Worth 44.95% 27%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

164M 140M 117M 93M 70M 47M 23M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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