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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-16-2015
- Office Locations
- 1
Office Locations
About Linden Wealth Management LLC
Linden Wealth Management is an Oak Park, IL RIA providing holistic financial planning and ongoing wealth management aimed at retirement readiness. The firm builds customized portfolios and asset-allocation strategies, with an ETF-centric approach and the ability to incorporate socially responsible and alternative exposures. Clients include entrepreneurs and families seeking a personal advisor, with streamlined tech and on-call availability.
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Owner & Executives
GERARD ANDREW DOWNEY
Investment Specialist
- CRD
- #2455549
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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