LINN & ASSOCIATES INC
Total AUM
$56.9M
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4535 CENTRAL AVENUE
ST. PETERSBURG
FL 33713
USA
ST. PETERSBURG
FL 33713
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
727-322-6400
Financials
Total AUM
$56.9M
Accounts
440Discretionary
$1.9M
Accounts
43Non-Discretionary
$55M
Accounts
397
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALFL
Affiliates
Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.