Linder Financial Services, Inc.
CRD 117861SEC# 801-120573Alpharetta, GA
No longer SEC-registered. Linder Financial Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$163.6M
Employees
4
Accounts
109
Location
Alpharetta, GA
Linder Financial Services, Inc. assets under management
Linder Financial Services, Inc. is an investment advisory firm registered with the SEC based in Alpharetta, GA. It reports $163.6 million in regulatory assets under management and employs 4 people.
Linder Financial Services, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles John Morell Control | Chief Compliance Officer | Under 5% | 2017 |
| Lori Morell Control | Vice President | 25-50% | 2019 |
| Marci Gale Silverman Control | President | 50-75% | 2019 |
Frequently asked questions
How much does Linder Financial Services, Inc. manage?
Linder Financial Services, Inc. reports $163.6 million in regulatory assets under management on its Form ADV.
How many employees does Linder Financial Services, Inc. have?
Linder Financial Services, Inc. reports 4 employees.
Where is Linder Financial Services, Inc. located?
Linder Financial Services, Inc. is based in Alpharetta, GA.
Does Linder Financial Services, Inc. disclose fund performance?
Linder Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 308 Maxwell Rd, Suite 300, Alpharetta, GA 30009 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$163.6MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$163.6Mregulatory AUM
Discretionary $0Non-discretionary $163.6M