LINDER FINANCIAL SERVICES, INC.

ALPHARETTA, Georgia·4 registered advisors·CRD# 117861
SEC# 801-1205731770-696-4470
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
Charles John Morell
ALPHARETTA, Georgia
Lori Morell
ALPHARETTA, Georgia
Marci Gale Silverman
ALPHARETTA, Georgia
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.