# Linnard Financial Management & Planning

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

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 130356
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130356

## About

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.

## Sectors

- Real Estate
- Private Credit

## Related profiles

- [Advosion](https://altss.com/profile/advosion)

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Last updated: 2026-07-06T01:24:20.358Z

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