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Linda A. Barlow, CFP

Linda A. Barlow, CFP is a RIA based in Santa Ana, CA with $149M in AUM . Linda Ann Barlow is the majority owner of the firm and has been in this role with the firm since 1985.

Advisors (0)

No advisors listed.

Firm Assets Under Management

Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Linda Ann Barlow Chief Compliance Officer 04/01/1985

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

2700 N. Main Street
Santa Ana , CA 92705-6638
Phone Number: 714-953-1232

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees