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RIA · CRD 130356State-Registered Investment Adviser

Updated:

Linnard Financial Management & Planning

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

Overview

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

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