Link Financial Corporation

Overview

Link Financial Corporation is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and its business model includes acting as a registered representative of a broker-dealer. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, pension consulting and investor education through seminars and workshops. Fee arrangements are flexible: the firm uses asset-based fees but also charges hourly, fixed, and other types of fees. Link Financial does not identify itself as an active ESG investor and is not flagged as a multi-state adviser or a capital allocator in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices