Link Asset Management LLC
Firm details
- Headquarters
- Soldotna, Alaska
- CRD number
- 315082
- Website
- www.bloomberg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Link Asset Management LLC is a small, independent registered investment adviser operating as a limited liability company under individual ownership. The firm serves individuals and families, and its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-assets option alongside hourly and fixed-fee engagements. The firm does not list ESG investing as an active focus, is not positioned as a capital allocator, and is not characterized as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Tanner Link
FounderCRD 7381025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Soldotna, AK
Kenai Peninsula
Location
Soldotna, AK
Headquartered in Soldotna, AK, in the West of the United States.
- Region
- West
- County
- Kenai Peninsula
- Address
- 44539 Sterling Hwy
- Time zone
- AKT (UTC-9)
- Office locations
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