LINDEN THOMAS ADVISORY SERVICES, LLC

516 North Tryon Street, Suite 200
Charlotte, North Carolina 28202
Tel: (704) 554-8150

About LINDEN THOMAS ADVISORY SERVICES, LLC

LINDEN THOMAS ADVISORY SERVICES, LLC, formally registered with the SEC as LINDEN THOMAS ADVISORY SERVICES, LLC. The firm was established in 06/23/2017. They have over 1 offices throughout the country.

LINDEN THOMAS ADVISORY SERVICES, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $1,369,636,810 assets under management, offering retirement planning & investment advisory services to 6532 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288557
SEC#	801-110683
Assets Managed by Firm	$1,369,636,810
No. of Clients	6532
No. of Advisors	11

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

Firm Client Information

	No. of Clients	AUM
Firm Total	6532	$1,369,636,810
Individuals (other than high net worth individuals)	231	$54,784,049
High net worth individuals	1176	$1,191,388,149
Pension and profit sharing plans	121	$100,535,687
Charitable organizations	Fewer than 5 clients	$2,932,756
Corporations or other businesses	18	$19,996,169

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