Linden Ash Capital
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds20%
- Cash & Cash Equivalents15%
- State & Local Bonds5%
Contacts
1 of 1Michael Oconnell
PresidentCRD 724131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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