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Building 2LINQTO INVESTMENT MANAGEMENT

Map pinSAN JOSE, CA
Phone704-840-5943
NotebookSEC #801-123288
Total AUM
$181.2M
Employees
5
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 METRO DRIVE
SUITE 335
SAN JOSE
CA 95110
United States
Operating Hours
9:00-5:00 PM
Monday - Friday
Phone
704-840-5943

ReceiptFinancials

Total AUM
$181.2M
Accounts
165
Discretionary
$0
Accounts
0
Non-Discretionary
$181.2M
Accounts
165

ContactClients

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Pooled Vehicle Clients
165
AUM
$181.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPooled Vehicle Portfolio Management
Other Services
SPVS
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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