Investlinc Wealth Services

RIASEC Registered

Total AUM

$116M

Discretionary

$91.9M

79% of AUM

Avg account

$182K

Accounts

636

Employees

Advisory reps

Firm details

Headquarters: Brea, California
CRD number: 332607
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, CAPITAL CLIENT GROUP, INC., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals48.45%
HNWI42.11%
Pension & Profit Sharing Plans4.04%
Charitable Organizations3.41%
Corporations / Businesses2%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Investlinc Wealth Services is an independent registered investment adviser organized as a limited liability company that serves both individual/family and institutional clients. The firm provides financial planning and discretionary and non-discretionary portfolio management, with a fee mix that includes a percentage of assets under management as well as hourly and fixed-fee arrangements. Investlinc does not identify as an ESG-focused investor and is not positioned as a multi-state or pension consultant adviser. It maintains an affiliation with an insurance company and describes its owner type as a combination of a domestic entity and an individual.