Link Financial Corporation (Dallas)

Link Financial Corporation is an adviser based in Dallas. It manages $34.56 million of regulatory assets for 261 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.

Link Financial Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and college funding. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Link Financial Corporation: assets under management

The assets under management (AUM) of Link Financial Corporation is $34.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.4 thousand each.

Link Financial Corporation has custody of $5.44 million in cash and securities for 63 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Link Financial Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Link Financial Corporation

John Kenneth Link has been acting as President since 1 Oct 1983. Mary Mensing Link joined the executive team most recently as the Vice President/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Kenneth Link	Chief compliance officer/president/direct owner/treasurer	1 Oct 1983	75% - 100%	4459284
Mary Mensing Link	Vice president/secretary	1 Dec 1997	Other	4867694

Based in Dallas

The principal office where Link Financial Corporation performs its advisory services is located at 17304 Preston Road, Dallas, TX 75252 5625, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.