L
$10.8M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-2004
- Office Locations
- 1
Office Locations
-- Dallas TX
About Link Financial Corporation
Link Financial Corporation is a Dallas-based RIA. The firm has been operating for 22 years. Managing $10.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$10.8M AVG AUM / ADVISOR
$347.5K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Owner & Executives
J
JOHN KENNETH LINK
Chief Compliance Officer, President, TREASURER
- CRD
- #4459284
- Ownership
- 75% or more
(946) 896-9746
fusion.meridian@alphacapital.com
in linkedin.com/in/value-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,756,942 | $132,404 |
| Non-Discretionary | $14,334 | -- |
| Total | $10,771,276 | $132,404 |
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Separately Managed Accounts
Total SMA Asset: $10,771,276
Public Funds:
53.4% Equity - Exchange:
22.0% Cash:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,708,305,914 | 53.4% |
| Equity - Exchange | $1,115,781,463 | 22.0% |
| Cash | $1,247,646,544 | 24.6% |
| Total | $5,071,733,921 | 100.0% |