Lindisfarne Investments, LLC

Lindisfarne Investments, LLC (CRD# 149919) is a financial advisory firm headquartered in , . They manage $1,718,397 in 26 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.lindisfarneinvestments.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $66,092
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OH, TX

Financial Advisors at Lindisfarne Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Barack, financial advisor Bay Village OH
William N. Barack
CRD#: 4055635
Bay Village, OH

William Barack (CRD# 4055635) is an Investment Advisor Representative working at Lindisfarne Investments, LLC in Bay Village, OH and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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