Lindahl Capital Management Corp is a large advisory firm based in Brooklyn Heights. It manages $91.88 million of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2001.
Lindahl Capital Management Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lindahl Capital Management Corp is $91.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lindahl Capital Management Corp for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Lindahl Capital Management Corp performs its advisory services is located at 134 Henry Street, Brooklyn Heights, NY 11201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 718-596-1259 or by fax 718-596-4871. The normal business hours are 9 am - 5 pm on Monday - Friday.