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LINDER FINANCIAL SERVICES, INC.
LINDER FINANCIAL SERVICES, INC.
ALPHARETTA, Georgia
·
4 registered advisors
·
CRD# 117861
SEC# 801-120573
1
770-696-4470
01
Firm Overview
AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Other: INITIAL ONE-TIME FEE FOR NEW CLIENTS.
03
Specialties
Investment Management
04
Advisors at LINDER FINANCIAL SERVICES, INC.
4 registered advisors
Bernd Linder
ALPHARETTA, Georgia
CRD# 2336571
Charles John Morell
ALPHARETTA, Georgia
CRD# 6977400
Lori Morell
ALPHARETTA, Georgia
CRD# 7015759
Marci Gale Silverman
ALPHARETTA, Georgia
CRD# 6038223
05
Office Locations
ALPHARETTA, Georgia
4 advisors
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Data sourced from SEC Form ADV filings. LINDER FINANCIAL SERVICES, INC. (CRD# 117861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.