BARLOW, LINDA, ANN
Legal name: LINDA A. BARLOW, CFP
CRD #111643 SEC #801-60157 SANTA ANA, CA 714-953-1232
SEC Registered
Total AUM
$239.6M
Discretionary
$239.6M
Employees
1
Clients
11
Accounts
686
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $239.6M | $239.6M | $0 | 1 | 6 |
| Mar 2023 | $225M | $225M | $0 | 1 | 6 |
| Mar 2022 | $244M | $244M | $0 | 1 | 6 |
| Mar 2021 | $226.7M | $214.5M | $12.2M | 1 | 6 |
| Jun 2020 | $188.8M | $174.3M | $14.5M | 2 | 20 |
| May 2020 | $188.8M | $174.3M | $14.5M | 2 | 20 |
| Mar 2020 | $188.8M | $174.3M | $14.5M | 2 | 20 |
| Mar 2019 | $163.4M | $156.2M | $7.2M | 2 | 25 |
| Mar 2018 | $160.1M | $152.4M | $7.7M | 2 | 25 |
| Mar 2017 | $161.9M | $149.4M | $12.5M | 2 | 400 |
| Mar 2016 | $170.3M | $168.7M | $1.6M | 2 | 400 |
| Feb 2016 | $168.7M | $156.1M | $12.6M | 2 | 400 |
| Mar 2015 | $168.7M | $156.1M | $12.6M | 2 | 400 |
| Mar 2014 | $148.7M | $143.1M | $5.6M | 2 | 400 |
| Mar 2013 | $129.9M | $128.9M | $1M | 3 | 200 |
| Mar 2013 | $129.9M | $128.9M | $1M | 3 | 200 |
| Mar 2012 | $120.5M | $112.4M | $8.1M | 1 | 200 |
| Mar 2012 | $120.5M | $112.4M | $8.1M | 1 | 200 |
| Mar 2011 | $107.5M | $104.2M | $3.3M | 5 | -- |
| Mar 2008 | $100.4M | $88.1M | $12.4M | 5 | -- |
| Mar 2007 | $79.8M | $78.8M | $1M | 5 | -- |
| Mar 2006 | $73.5M | $67.5M | $6M | 5 | -- |
| Apr 2004 | $54M | $44M | $10M | 5 | -- |
| Mar 2002 | $53M | $33M | $20M | 5 | -- |
DateMar 2024
Total AUM$239.6M
Discretionary$239.6M
Non-Disc.$0
Employees1
Clients6
DateMar 2023
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees1
Clients6
DateMar 2022
Total AUM$244M
Discretionary$244M
Non-Disc.$0
Employees1
Clients6
DateMar 2021
Total AUM$226.7M
Discretionary$214.5M
Non-Disc.$12.2M
Employees1
Clients6
DateJun 2020
Total AUM$188.8M
Discretionary$174.3M
Non-Disc.$14.5M
Employees2
Clients20
DateMay 2020
Total AUM$188.8M
Discretionary$174.3M
Non-Disc.$14.5M
Employees2
Clients20
DateMar 2020
Total AUM$188.8M
Discretionary$174.3M
Non-Disc.$14.5M
Employees2
Clients20
DateMar 2019
Total AUM$163.4M
Discretionary$156.2M
Non-Disc.$7.2M
Employees2
Clients25
DateMar 2018
Total AUM$160.1M
Discretionary$152.4M
Non-Disc.$7.7M
Employees2
Clients25
DateMar 2017
Total AUM$161.9M
Discretionary$149.4M
Non-Disc.$12.5M
Employees2
Clients400
DateMar 2016
Total AUM$170.3M
Discretionary$168.7M
Non-Disc.$1.6M
Employees2
Clients400
DateFeb 2016
Total AUM$168.7M
Discretionary$156.1M
Non-Disc.$12.6M
Employees2
Clients400
DateMar 2015
Total AUM$168.7M
Discretionary$156.1M
Non-Disc.$12.6M
Employees2
Clients400
DateMar 2014
Total AUM$148.7M
Discretionary$143.1M
Non-Disc.$5.6M
Employees2
Clients400
DateMar 2013
Total AUM$129.9M
Discretionary$128.9M
Non-Disc.$1M
Employees3
Clients200
DateMar 2013
Total AUM$129.9M
Discretionary$128.9M
Non-Disc.$1M
Employees3
Clients200
DateMar 2012
Total AUM$120.5M
Discretionary$112.4M
Non-Disc.$8.1M
Employees1
Clients200
DateMar 2012
Total AUM$120.5M
Discretionary$112.4M
Non-Disc.$8.1M
Employees1
Clients200
DateMar 2011
Total AUM$107.5M
Discretionary$104.2M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2008
Total AUM$100.4M
Discretionary$88.1M
Non-Disc.$12.4M
Employees5
Clients--
DateMar 2007
Total AUM$79.8M
Discretionary$78.8M
Non-Disc.$1M
Employees5
Clients--
DateMar 2006
Total AUM$73.5M
Discretionary$67.5M
Non-Disc.$6M
Employees5
Clients--
DateApr 2004
Total AUM$54M
Discretionary$44M
Non-Disc.$10M
Employees5
Clients--
DateMar 2002
Total AUM$53M
Discretionary$33M
Non-Disc.$20M
Employees5
Clients--