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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2006
- Office Locations
- 1
Office Locations
About LIN & Company, LLC
Lin Global Advisors (Lin & Company LLC) is a Seattle-area RIA providing full-discretion, active portfolio management and financial planning for a small set of wealthy families with multinational, cross-border needs, including non-resident aliens. The firm emphasizes global trend-driven investing, typically using equities via ETFs and individual stocks. Fee-only and commission-free, with an intentionally limited client roster for high-touch service; custody includes Charles Schwab.
Team overview
Insights
Client Personas
Investment Themes
Services
Owner & Executives
ROBIN LIN
Managing Member
- CRD
- #4872692
- Ownership
- 50% but less than 75%
YU-CHIA LIN
--
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,050,000 | -- |
| Non-Discretionary | $26,600 | -- |
| Total | $31,076,600 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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