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Home > Retirement Planners > california > santa ana > LINDA A. BARLOW, CFP
LINDA A. BARLOW, CFP
2700 N. Main Street
Ste 850
Santa Ana, California 92705-6638
Tel: 714-953-1232
About LINDA A. BARLOW, CFP
LINDA A BARLOW, CFP, formally registered with the SEC as LINDA A BARLOW, CFP. The firm was established in 04/12/2001. They have over 1 offices throughout the country.
LINDA A. BARLOW, CFP is a Santa Ana, California based Financial Planning firm with nearly $239,644,680 assets under management, offering retirement planning & investment advisory services to 686 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111643 |
| SEC# | 801-60157 |
| Assets Managed by Firm | $239,644,680 |
| No. of Clients | 686 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 686 | $239,644,680 |
| Individuals (other than high net worth individuals) | 69 | $134,742,596 |
| High net worth individuals | 196 | $98,898,559 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,469,232 |
| Charitable organizations | Fewer than 5 clients | $2,534,293 |
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