Linx Equities, LLC

RIASEC Registered
Total AUM
$43.5M
Discretionary
$43.5M
100% of AUM
Avg account
$463K
Accounts
94
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154320
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI86.32%
  • Individuals13.68%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Linx Equities, LLC is a privately held limited liability company operating as an independent registered investment adviser that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include an asset‑based percentage and hourly charges. Linx Equities does not present itself as a capital allocator and is not organized as a multi‑state or pension consultant adviser; it also does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, Public Funds/Mutual Funds 14%, Cash & Cash Equivalents 3%83%
  • Exchange Traded Equities83%
  • Public Funds/Mutual Funds14%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Jon Lindquist

    SolicitorCRD 4559831

Wealth teams

FINTRX

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