THE LINKOUS GROUP, LTD.

Overview

The Linkous Group, Ltd. is a small, privately owned corporate RIA that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. Its ownership is listed as individual and it operates with a mix of fee models: percentage of AUM, hourly charges, and fixed fees. The firm is not characterized as an ESG investor, is not a multistate adviser, and is not a capital allocator; it appears to operate primarily on a non-discretionary basis. The Linkous Group maintains industry relationships with a broker-dealer and an insurance company, which likely support distribution and insurance product access.

Assets & Accounts

Investments & Alternatives