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LINDA A. BARLOW, CFP
Legal name: BARLOW, LINDA, ANN
CRD 111643File 801-60157
APPROVED
Retail clients
Filing as of Mar 15, 2024
Feed vintage Aug 17, 2026
Regulatory AUM
$239.6M
Below cohort median (national)
Discretionary AUM
$239.6M
Clients
265
686 accounts
Employees
1
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 12, 2001
- Principal office
- 2700 N. MAIN STREET, STE 850, SANTA ANA, CA, 92705-6638
- Phone
- 714-953-1232
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $239.6M
- Discretionary AUM
- $239.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 686
- Non-discretionary accounts
- 0
- Total accounts
- 686
- AUM per client
- $904K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.5M |
| High net worth individuals | 196 | $98.9M |
| Pension and profit sharing plans | Fewer than 5 | $3.5M |
| Individuals (other than high net worth individuals) | 69 | $134.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.