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LINKSIDE FINANCIAL LLC
CRD 335537
4201 CONGRESS ST, SUITE 145, CHARLOTTE, NC, 28209, United States
Phone
704-498-4753
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.1M
Discretionary AUM
$10.1M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $10K |
| High net worth individuals | 4 | $10.1M |
All web addresses on file
Official SEC filing: View on IAPD