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Home > Retirement Planners > connecticut > hartford > LINSCOMB WEALTH, INC.
LINSCOMB WEALTH, INC.
1333 West Loop South
Suite 1500
Houston, Texas 77027
Tel: 713-840-1000
About LINSCOMB WEALTH, INC.
LINSCOMB WEALTH, INC, formally registered with the SEC as LINSCOMB WEALTH, INC. The firm was established in 05/02/1995. They have over 6 offices throughout the country.
LINSCOMB WEALTH, INC. is a Houston, Texas based Financial Planning firm with nearly $4,287,245,316 assets under management, offering retirement planning & investment advisory services to 5128 clients. The firm is staffed with 52 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106779 |
| SEC# | 801-48855 |
| Assets Managed by Firm | $4,287,245,316 |
| No. of Clients | 5128 |
| No. of Advisors | 52 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5128 | $4,287,245,316 |
| Individuals (other than high net worth individuals) | 733 | $316,274,072 |
| High net worth individuals | 997 | $3,811,872,460 |
| Pension and profit sharing plans | 16 | $134,023,576 |
| Charitable organizations | 6 | $18,068,277 |
| Corporations or other businesses | 6 | $7,006,931 |
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