$6.7M Total AUM
$6.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison glacier
- Established Date
- 08-16-2023
- Office Locations
- 1
Office Locations
622 West Washington Avenue Suite 100 Madison WI
About Lindenwood Financial LLC
Lindenwood Financial is a fee-only fiduciary RIA in Madison, WI providing personalized financial planning and portfolio management for high-achieving individuals and couples, including retirement and work-optional planning. Services include tax planning, education and estate planning coordination, charitable giving, and risk management. Female-founded and locally owned; clients access accounts via an Orion portal.
Team overview
42 AVG AGE
$6.7M AVG AUM / ADVISOR
$354.6K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Zenith momentum Prime signal
Custodian
Glacier Crest eagle Wave
Investment Themes
Vertex Vital Radial Quantum
Investment Vehicles
Wave
Platform
Prime
Services
Ember Meridian Capital Meridian wave Ridge Wave optima Matrix Vertex value
Technology
Meridian pioneer
Owner & Executives
KATHERYN MARIE LINDQUIST
Chief Compliance Officer, Financial Planner, Founder, Owner
- CRD
- #7271893
- Ownership
- 75% or more
(696) 383-3840
element.zenith@radialcapital.com
in linkedin.com/in/meridian-timber
Showing 1 of 1 owners & executives
Unlock allContacts
J
John Schroder
--
- CRD
- #8288591
(882) 304-9843
pathway.vector@peakcapital.com
in linkedin.com/in/fusion-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,736,903 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,736,903 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,736,903
Public Funds:
49.4% Cash:
50.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,400,798,552 | 49.4% |
| Cash | $4,507,700,541 | 50.6% |
| Total | $8,908,499,093 | 100.0% |