Linda A. Barlow is a large advisory firm based in Santa Ana. It manages $163.37 million of regulatory assets for 574 client accounts. It has been registered with the SEC as an adviser since 2001.
Linda A. Barlow provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Linda A. Barlow is $163.37 million. The firm's AUM has grown by 208% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Linda A. Barlow for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Linda A. Barlow is individuals with 574 clients and $163.37 million of assets under management. Among the 4 most similar advisory firms, Linda A. Barlow has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $163.37 million for 574 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Linda A. Barlow doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Linda A. Barlow performs its advisory services is located at 2700 N. Main Street, Santa Ana, CA 92705 6638, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 714-953-1232 or by fax 714-973-6314. The normal business hours are by appointment on Monday - Friday.