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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum matrix
- Established Date
- 07-23-2021
- Office Locations
- 1
Office Locations
About Link Asset Management LLC
Link Asset Management is a veteran-owned Alaska RIA led by CFP® Tanner V. Link, focused on retirement planning and tax-efficient investment management. The firm builds evidence-based, ETF-heavy portfolios with ongoing oversight aligned to goals, risk and taxes, plus insurance/risk and estate/legacy coordination. Clients work directly with the founder and can start with a quick Retirement Readiness Snapshot—no sales calls or commissions.
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Platform
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Technology
Owner & Executives
Tanner Varrick Link
Chief Compliance Officer, Financial Advisor, FOUNDER, Managing Member
- CRD
- #7381025
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,740,107 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,740,107 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,740,107
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,517,572,377 | 20.1% |
| Cash | $6,032,538,951 | 79.9% |
| Total | $7,550,111,328 | 100.0% |