LINDA A. BARLOW, CFP

RIASEC RegisteredEst. 2001

Total AUM

$240M

Discretionary

$240M

100% of AUM

Avg account

$349K

Accounts

686

Employees

Advisory reps

Firm details

Headquarters: SANTA ANA, California
CRD number: 111643
Registered since: April 12, 2001
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.23%
HNWI41.27%
Pension & Profit Sharing Plans1.45%
Charitable Organizations1.06%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Linda A. Barlow, CFP operates as an independent Registered Investment Advisor (RIA) and has been registered with the SEC since 2001. The firm is structured as a sole proprietorship and focuses primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm does not engage in capital allocation or serve as a pension consultant, and it does not actively pursue ESG investments. Linda A. Barlow serves a client base comprised of individuals and families, utilizing a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.