LINWOOD INVESTMENT ADVISORS INC.
  • LINWOOD INVESTMENT ADVISORS INC.

Adviser Profile

As of Date 02/29/2024
Registration status Terminated
ADV Location CHEEKTOWAGA, NY, United States
Contact Info 716 xxxxxxx
AUM* 67,671,774 -84%
of that, discretionary 67,671,774 -79%
Number of Employees 2 -33%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 442,299 -41%
% High Net Worth 10.46% -76%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

319M 273M 228M 182M 137M 91M 46M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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