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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-2014
- Office Locations
- 1
Office Locations
About Alder Cove Capital, LLC
Alder Cove Capital, LLC is a Washington-based, fee-only fiduciary financial planning firm owned by Tyler Linsten, CFA. The practice focuses on tech professionals with RSUs/options, helping clients plan taxes, diversify concentrated stock positions, optimize 401(k) and “mega backdoor” strategies, and coordinate estate, insurance, and investment decisions toward financial independence. Portfolios are implemented primarily with ETFs, with custody available at Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
TYLER EDWARD LINSTEN
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5497457
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,743,899 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,743,899 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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