Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > georgia > alpharetta > LINDER FINANCIAL SERVICES, INC.
LINDER FINANCIAL SERVICES, INC.
308 Maxwell Rd
Suite 300
Alpharetta, Georgia 30009
Tel: 770-696-4470
About LINDER FINANCIAL SERVICES, INC.
LINDER FINANCIAL SERVICES, INC, formally registered with the SEC as LINDER FINANCIAL SERVICES, INC. The firm was established in 03/22/2021. They have over 1 offices throughout the country.
LINDER FINANCIAL SERVICES, INC. is a Alpharetta, Georgia based Financial Planning firm with nearly $163,555,606 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117861 |
| SEC# | 801-120573 |
| Assets Managed by Firm | $163,555,606 |
| No. of Clients | 109 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Other (INITIAL ONE-TIME FEE FOR NEW CLIENTS.)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (A ONE-TIME FEE IS PAID BY NEW CLIENTS UPON ACCEPTANCE OF THE INITIAL INVESTMENT PORTFOLIO STRATEGY DEVELOPED BY LFS.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 109 | $163,555,606 |
| Individuals (other than high net worth individuals) | 59 | $24,677,789 |
| High net worth individuals | 49 | $138,793,846 |
| Charitable organizations | 1 | $83,971 |
More Retirement Planning firms in Alpharetta, Georgia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $746,325,416,693 | 38517 | 2895 | |
| $61,369,856,545 | 124201 | 2105 | |
| $35,289,452,223 | 7542 | 44 | |
| $33,827,869,628 | 39 | 879 | |
| $33,178,196,876 | 12286 | 28 |
Explore More Retirement Advisors in Alpharetta, Georgia