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Patricia Jean Posada

LINDNER CAPITAL ADVISORS, INC.·MARIETTA, Georgia
LINDNER CAPITAL ADVISORS, INC.
600 VILLAGE TRACE, MARIETTA, GA 30067CRD# 1597807Firm CRD# 108584

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Jean Posada · MARIETTA, GA
Registration
CRD #1597807 · LINDNER CAPITAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Patricia Jean Posada is a registered financial advisor based in MARIETTA, Georgia, affiliated with LINDNER CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
LINDNER CAPITAL ADVISORS, INC.
LINDNER CAPITAL ADVISORS, INC.
AUM
$147M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1597807
Firm CRD# 108584
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05

Frequently Asked Questions

What services does Patricia Jean Posada offer?
Patricia Jean Posada specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MARIETTA, Georgia for a consultation.
What are Patricia Jean Posada's credentials?
Patricia Jean Posada is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Jean Posada located?
Patricia Jean Posada is based in MARIETTA, Georgia, working with LINDNER CAPITAL ADVISORS, INC.. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Patricia Jean Posada charge for services?
Patricia Jean Posada's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINDNER CAPITAL ADVISORS, INC.?
LINDNER CAPITAL ADVISORS, INC. has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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