Linx Equities, LLC
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
FINTRXOverview
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
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 Equities83%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents3%
Contacts
1 of 1Jon Lindquist
SolicitorCRD 4559831
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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