Assets Under Management
$1.6B
Number of Clients
1,590
Number of Advisors
11
Average Client AUM
$1.0M
AUM per Advisor
$148.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Linden Thomas Advisory Services (LTAS) offers customized investment plans to high-net-worth individuals, families, and businesses. Services include portfolio management, investment advisory, and financial planning. LTAS aims to identify capital appreciation opportunities while mitigating risk, lowering portfolio fees, and tailoring portfolios to individual needs.
516 North Tryon Street, Suite 200, Charlotte, NC, 28202