LIN & Company, LLC

Overview

LIN & Company, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients, with a particular emphasis on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and hourly fees and operates with an owner-type classified as individual. Its investment posture is equity‑oriented: the largest portion of client capital is allocated to non‑exchange traded equity positions rather than a broad sleeve of listed ETFs or mutual funds. LIN & Company is not positioned as a capital allocator, does not advertise ESG or pension consulting services, and appears to run a boutique, high‑touch advisory practice rather than a multi‑state or institutional platform.

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Public Holdings

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Location & Offices