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LINDEN THOMAS ADVISORY SERVICES, LLC
CRD 288557 · SEC 801-110683
516 NORTH TRYON STREET, CHARLOTTE, NC, 28202, United States
Phone
(704) 554-8150
Fax
704-554-8350
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.77B
Discretionary AUM
$1.12B
Team
14 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 836 | $720.4M |
| High net worth individuals | 432 | $892.2M |
| Pension/profit sharing plans | 88 | $154.5M |
| Charitable organizations | 5 | $3.9M |
| Corporations/business entities | 5 | $497K |
States served
AZ, CA, CO, GA, KY, LA, MD, MA, MT, NY, NC, PA, SC, TN, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD