Linch Financial’s investment management experience assists clients in clarifying their goals and objectives and identifying appropriate investment strategies to reach those goals. Linch Financial has counseled clients in the most difficult and rewarding financial market conditions, applying unsurpassed investment knowledge that protects their wealth through sound and prudent diversification. Linch Financial specializes in comprehensive financial planning, retirement planning, stock selection, merger-arbitrage, dynamic asset allocation strategies, and estate planning. Linch Financial's investment strategy caters to high net worth clients. Minimum investment of $250,000 desired.
View Top Employees from Linch Financial, LLC| Website | http://linchfinancial.com |
| Revenue | $5 million |
| Employees | 3 (2 on RocketReach) |
| Founded | 2013 |
| Address | 1017 Cool River Dr, Southlake, Texas 76092, US |
| Phone | (817) 442-5835 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Cresta Advisors, Ironwood Wealth Management, Mestmaker & Petrey Wealth Advisors, Pillar Wealth Management |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Linch Financial, LLC Questions
The Linch Financial, LLC annual revenue was $5 million in 2024.
2 people are employed at Linch Financial, LLC.
Linch Financial, LLC is based in Southlake, Texas.
The NAICS codes for Linch Financial, LLC are [52393, 52, 5239, 523].
The SIC codes for Linch Financial, LLC are [628, 62].
Top Linch Financial, LLC Employees
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ViewBrad Linch
President and Chief Portfolio Manager and Investment Advisor at Linch Financial, LLC
Southlake, Texas, United States55+
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