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Building 2LINDER FINANCIAL SERVICES, INC.

Map pinALPHARETTA, GA
Phone770-696-4470
NotebookSEC #801-120573
Total AUM
$163.6M
Employees
4
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 MAXWELL RD
SUITE 300
ALPHARETTA
GA 30009
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
770-696-4470

ReceiptFinancials

Total AUM
$163.6M
Accounts
109
Discretionary
$0
Accounts
0
Non-Discretionary
$163.6M
Accounts
109

ContactClients

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Individual Clients
59
AUM
$24.7M
HNW Individual Clients
49
AUM
$138.8M
Charitable Organization Clients
1
AUM
$84K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
A ONE-TIME FEE IS PAID BY NEW CLIENTS UPON ACCEPTANCE OF THE INITIAL INVESTMENT PORTFOLIO STRATEGY DEVELOPED BY LFS.
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
INITIAL ONE-TIME FEE FOR NEW CLIENTS.

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCSC

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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