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

More Retirement Planning firms in Charlotte, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Charlotte, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.