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Building 2LINN & ASSOCIATES INC

Map pinST. PETERSBURG, FL
Phone727-322-6400
NotebookSEC #801-55210
Total AUM
$56.9M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4535 CENTRAL AVENUE
ST. PETERSBURG
FL 33713
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
727-322-6400

ReceiptFinancials

Total AUM
$56.9M
Accounts
440
Discretionary
$1.9M
Accounts
43
Non-Discretionary
$55M
Accounts
397

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALFL

HandshakeAffiliates

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Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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