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Building 2LINDA A. BARLOW, CFP

Map pinSANTA ANA, CA
Phone714-953-1232
NotebookSEC #801-60157
Total AUM
$239.6M
Employees
1
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 N. MAIN STREET
STE 850
SANTA ANA
CA 92705-6638
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
714-953-1232

ReceiptFinancials

Total AUM
$239.6M
Accounts
686
Discretionary
$239.6M
Accounts
686
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$134.7M
HNW Individual Clients
196
AUM
$98.9M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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