Linden Ash Capital

RIASEC Registered
Total AUM
$14.1M
Discretionary
$14.1M
100% of AUM
Avg account
$1.3M
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
120147
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Linden Ash Capital is organized as a sole proprietorship that provides discretionary portfolio management primarily to individual and family clients, as well as small businesses. The firm bills on a percentage-of-assets-under-management basis and identifies its primary advisory activity as portfolio management for individuals and small businesses. It is not classified as a multi-state adviser, pension consultant, or capital allocator, and is not flagged as an active ESG investor. Ownership is recorded as a domestic individual/entity and the firm's regulatory registration year is not specified in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 20%, Cash & Cash Equivalents 15%, State & Local Bonds 5%60%
  • Exchange Traded Equities60%
  • US Government Bonds20%
  • Cash & Cash Equivalents15%
  • State & Local Bonds5%

Contacts

1 of 1
  • Michael Oconnell

    PresidentCRD 724131

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth