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Lindquist & Associates Inc (Tucson)


Lindquist & Associates Inc is a large advisory firm based in Tucson. It manages $60.68 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.




Lindquist & Associates 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.

Lindquist & Associates: assets under management

The assets under management (AUM) of Lindquist & Associates Inc is $60.68 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2 million in discretionary accounts and $58.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $29.34 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lindquist & Associates Inc for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tucson

The principal office where Lindquist & Associates Inc performs its advisory services is located at 4542 E. Camp Lowell Dr, Tucson, AZ 85712, 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 520-322-5510 or by fax 520-322-0448. The normal business hours are 7am-3pm on Monday - Friday.


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