Linden Thomas
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
516 N Tryon St, Charlotte, North Carolin...Phone Number
(704) 554-8150Website
www.lindenthomas.comRevenue
$22.6 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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About Linden Thomas
Linden Thomas & Company is a leading private wealth management firm recognized nationally for its client-first approach over the past 30 years. The company specializes in tailored portfolio management, retirement planning, and efficient investment strategies, focusing on maximizing client results through individual securities. With a team of certified financial professionals, they serve over 900 clients across 35 states, emphasizing education and service. Their commitment to portfolio efficiency and client satisfaction has earned them numerous accolades in the wealth management industry.Explore more
Linden Thomas Org Chart
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Activity Insights
Linden Thomas is experiencing very low activity levels compared to other companies in the Finance sector.
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Linden Thomas is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Linden Thomas.
Linden Thomas financials insights
Gather financial insights about Linden Thomas, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Linden Thomas Tech Stack
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Facilities Relocation / Expansion
Linden Thomas is planning to move its offices in January 2022. The move will impact approximately 23 employees at their existing office located at 516 N Tryon St, Charlotte, NC .
Facilities Relocation/Expansion
Funding
Linden Thomas has received an SBA PPP loan for $350,000-1 million from Pinnacle Bank, supporting the retention of 34 jobs.
Funding
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Frequently Asked Questions Regarding Linden Thomas
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Linden Thomas & Company is a leading private wealth management firm recognized nationally for its client-first approach over the past 30 years. The company specializes in tailored portfolio management, retirement planning, and efficient investment strategies, focusing on maximizing client results through individual securities. With a team of certif... Read More
