LINK FINANCIAL CORPORATION
Total AUM
$34.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
17304 PRESTON ROAD
SUITE 615
DALLAS
TX 75252-5625
United States
SUITE 615
DALLAS
TX 75252-5625
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
972-381-4620
Financials
Total AUM
$34.6M
Accounts
261Discretionary
$34.6M
Accounts
261Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
COLLEGE FUNDING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT RATES OR ESTIMATES OF COMPREHENSIVE FINANCIAL PLANNING
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
TX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.