LINDUS ADVISORS, INC.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 114782
- Website
- www.lindusadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.01%
- Individuals25.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lindus Advisors, Inc. is an independently owned registered investment adviser operating as a corporation and serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and charges clients via a mix of AUM-based fees, hourly billing, and fixed-fee arrangements. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator. Industry affiliations include relationships with banking/thrift institutions and an insurance company.
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
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents35%
- Derivatives16%
- Exchange Traded Equities9%
Owners & executives
1 of 1TIMOTHY PAINTER
President and Chief Investment OfficerCRD 1616727
Contacts
2 of 2SCOTT PAINTER
Investment Adviser RepresentativeCRD 5576513
SONTWA SINKALA
Personal Economic AdvisorCRD 4623316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 12900 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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