Updated:Jul 6, 2026

Linnard Financial Management & Planning

Linnard Financial Management & Planning, Inc. is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets.

Linnard Financial Management & Planning

Linnard Financial Management & Planning, Inc. is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Sector focus

Real EstatePrivate Credit

What is Linnard Financial Management & Planning?

Linnard Financial Management & Planning is a ria based in United States.

Where is Linnard Financial Management & Planning headquartered?

Linnard Financial Management & Planning is headquartered in United States, in the North America region.

What does Altss track for Linnard Financial Management & Planning?

Altss maintains an OSINT-verified profile of Linnard Financial Management & Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Linnard Financial Management & Planning?

Linnard Financial Management & Planning is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on Linnard Financial Management & Planning?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Linnard Financial Management & Planning's Altss profile last updated?

Linnard Financial Management & Planning's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.