L
CRD: 111643
Linda A. Barlow, CFP
Santa ANA, CA, 92705
7149531232
$239.6M Total AUM
$239.6M Disc. AUM
-- 3Y CAGR
1 Employees
271 ADV. Clients
41 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-1985
- Office Locations
- 1
Office Locations
2700 N. Main Street STE 850 Santa ANA CA
About Linda A. Barlow, CFP
Linda A. Barlow, CFP is a Santa ANA-based RIA. The firm has been operating for 41 years. Managing $239.6M in total assets under management, They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$884.3K AVG AUM / CLIENT
41.2 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
41yrs Firm Age
Insights
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Asset Classes
Value prime Value optima
Client Personas
Radial
Investment Themes
Unison Vital unison Optima
Investment Vehicles
Frontier
Services
Frontier Legacy fusion Horizon pathway Element meridian Frontier catalyst Unison
Owner & Executives
L
LINDA ANN BARLOW
Chief Compliance Officer
- CRD
- #1294972
- Ownership
- 75% or more
(300) 678-8980
focus.summit@focuscapital.com
in linkedin.com/in/prime-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,644,680 | $349,336 |
| Non-Discretionary | $0 | -- |
| Total | $239,644,680 | $349,336 |
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Separately Managed Accounts
Total SMA Asset: $239,644,680
Municipal Bonds:
29.5% Equity - Exchange:
12.2% Public Funds:
25.1% Cash:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $2,429,110,374 | 29.5% |
| Equity - Exchange | $1,004,581,240 | 12.2% |
| Public Funds | $2,066,802,386 | 25.1% |
| Cash | $2,733,778,455 | 33.2% |
| Total | $8,234,272,455 | 100.0% |