|Linda A. Barlow, CFP is a RIA based in Santa Ana, CA with $130M in AUM. Linda Ann Barlow is the majority owner of the firm and has been in this role with the firm since 1985.|
*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.
- Linda Ann Barlow (75% or more)
*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.
|Linda Ann Barlow||Chief Compliance Officer||04/01/1985|
No firm affiliates listed.
2700 N. Main Street
Santa Ana , CA 92705-6638
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees