This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-31-2003
- Office Locations
- 1
Office Locations
About THE Linkous Group, Ltd.
The Linkous Group is an Arizona-based registered investment adviser and Accredited Investment Fiduciary providing investment management and comprehensive financial planning, including retirement planning, wealth creation and income generation, plus insurance and business-planning strategies. Portfolios are tailored to individual needs with a moderate approach balancing growth and income, positioned to help clients preserve assets across generations. Custody is reported via LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SUSAN R LINKOUS
Chief Compliance Officer, President
- CRD
- #2938653
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $55,195,312 | -- |
| Total | $55,195,312 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing