LINDENWOOD FINANCIAL LLC

Overview

Lindenwood Financial LLC is a small, independent registered investment adviser owned by an individual and focused on serving individuals and families. The firm combines fee-based portfolio management and financial planning with a capital allocator role: it builds client portfolios directly and selects outside managers where appropriate. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers; pension consulting appears among the firm’s service descriptions but the firm is not identified as a pension consultant in filings. Investment implementation leans toward pooled public vehicles rather than single-stock portfolios. The firm reports being an active ESG investor, which suggests environmental, social and governance factors are integrated into security and manager selection. Lindenwood uses both percentage-of-AUM and fixed-fee billing depending on client arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices