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Linder Financial Services, Inc.

CRD 117861SEC# 801-120573Alpharetta, GA
Export (members)
No longer SEC-registered. Linder Financial Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$163.6M
Employees
4
Accounts
109
Location
Alpharetta, GA

Linder Financial Services, Inc. assets under management

Linder Financial Services, Inc. is an investment advisory firm registered with the SEC based in Alpharetta, GA. It reports $163.6 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Linder Financial Services, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Charles John Morell ControlChief Compliance OfficerUnder 5%2017
Lori Morell ControlVice President25-50%2019
Marci Gale Silverman ControlPresident50-75%2019

Frequently asked questions

How much does Linder Financial Services, Inc. manage?

Linder Financial Services, Inc. reports $163.6 million in regulatory assets under management on its Form ADV.

How many employees does Linder Financial Services, Inc. have?

Linder Financial Services, Inc. reports 4 employees.

Where is Linder Financial Services, Inc. located?

Linder Financial Services, Inc. is based in Alpharetta, GA.

Does Linder Financial Services, Inc. disclose fund performance?

Linder Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address308 Maxwell Rd, Suite 300, Alpharetta, GA 30009
Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$163.6M
Total (RAUM)$163.6M