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LINDA A. BARLOW, CFP

2700 N. Main Street
Ste 850
Santa Ana, California 92705-6638
Tel: 714-953-1232

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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 StatusApproved
Firm CRD#111643
SEC#801-60157
Assets Managed by Firm$239,644,680
No. of Clients686
No. of Advisors1

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 ClientsAUM
Firm Total686$239,644,680
Individuals (other than high net worth individuals)69$134,742,596
High net worth individuals196$98,898,559
Pension and profit sharing plansFewer than 5 clients$3,469,232
Charitable organizationsFewer than 5 clients$2,534,293

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