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LINDA A. BARLOW, CFP
BARLOW, LINDA, ANN
CRD 111643 · SEC 801-60157
2700 N. MAIN STREET, STE 850, SANTA ANA, CA, 92705-6638, United States
Phone
714-953-1232
Fax
714-973-6314
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.6M
Discretionary AUM
$239.6M
Team
1 total employees; 0 advisory reps; 6 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2024-03-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $134.7M |
| High net worth individuals | 196 | $98.9M |
Official SEC filing: View on IAPD