L
CRD: 120147
Linden ASH Capital
Cincinnati, OH
5137030553
$14.1M Total AUM
$14.1M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
30 Garfield Place Cincinnati OH
About Linden ASH Capital
Linden ASH Capital is a Cincinnati-based RIA. The firm has been operating for 26 years. Managing $14.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Estate Planning, Insurance, Tax Planning.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$640.1K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Atlas
Investment Vehicles
Radial
Services
Bridge Vector capital Vector meridian
Owner & Executives
M
MICHAEL PAUL OCONNELL
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #724131
- Ownership
- 75% or more
(695) 361-8903
legacy.pioneer@pathwaycapital.com
in linkedin.com/in/matrix-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,082,228 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,082,228 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,082,228
Equity - Exchange:
12.4% U.S. Government/Agency:
28.8% Cash:
28.4% Municipal Bonds:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $898,113,621 | 12.4% |
| U.S. Government/Agency | $2,085,941,314 | 28.8% |
| Cash | $2,056,969,907 | 28.4% |
| Municipal Bonds | $2,201,826,943 | 30.4% |
| Total | $7,242,851,785 | 100.0% |