LINDENWOOD FINANCIAL LLC

LINDENWOOD FINANCIAL LLC of MADISON, WI is an SEC-registered investment adviser (CRD 327390). Regulatory assets under management: $6.7M.

Registration

• CRD: 327390
• Type: Registered investment adviser
• Location: 622 WEST WASHINGTON AVENUE, MADISON, WI, 53703
• Phone: 608-218-4646
• Latest filing: 2026-07-14
• Regulatory AUM: $6.7M
• Discretionary AUM: $6.7M
• Clients: 2
• Accounts: 53

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327390 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search