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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-1985
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 20, 2023 and March 15, 2024, reported AUM increased 6.5%, from $225.0M to $239.6M.
Across 5 reported observations, AUM increased 27.0% between June 18, 2020 and March 15, 2024, from $188.8M to $239.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on March 15, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
LINDA ANN BARLOW
Chief Compliance Officer
- CRD
- #1294972
- Ownership
- 75% or more
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| 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
SMA allocation detail is available
Linda A. Barlow, CFP has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.