Investment adviser · CRD 115570
LINK FINANCIAL CORPORATION
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Jun 6, 2012
- Regulatory AUM
- $34.6M Form ADV · Item 5.F
- Client accounts
- 261 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Jun 6, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
17304 PRESTON ROAD, SUITE 615DALLAS, TX, 75252-5625, United States
CRD 115570
Filing source
Form ADV 651266 · Jun 6, 2012 · 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.