Investment adviser · CRD 111643
LINDA A. BARLOW, CFP
Investment adviser filing (IA)
BARLOW, LINDA, ANN
SANTA ANA, CA, United States · Form ADV filed Mar 15, 2024
- Regulatory AUM
- $240M Form ADV · Item 5.F
- Client accounts
- 686 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 69 | $134,742,596 | 56.2% |
| High-net-worth individuals | 196 | $98,898,559 | 41.3% |
| Retirement plans | Fewer than 5 | $3,469,232 | 1.4% |
| Charities | Fewer than 5 | $2,534,293 | 1.1% |
Filing source
Form ADV 1834047 · Mar 15, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 15, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2700 N. MAIN STREET, STE 850SANTA ANA, CA, 92705-6638, United States
CRD 111643
Filing source
Form ADV 1834047 · Mar 15, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.