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LF

Family Office

Lindsey Financial

1
Contacts
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Mandates
Data completeness 75%Updated 2026-05-16Sources: 101_consolidated_master, fo_strategy_csv_2026, SRC-FO-BATCH-2026-05

Mandate & appetite

Preferred strategies
Core, Opportunistic, Value Add
Target geographies
Us & Canada
Typical ticket
$2m–$10m
AUM
Real-asset allocation
RE 100%
Appetite

Investor profile

Lindsey Financial Group, headquartered in Redlands, California, is a registered investment advisor with over four decades of experience. Founded by Bill Lindsey, the firm specializes in comprehensive financial planning for high-net-worth families and business owners, including investment, retirement, tax, estate, and business succession strategies.

Unlock mandates & allocation signals

See Lindsey Financial's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.

  • Active mandates (strategy, asset class, geography, ticket, target IRR)
  • Live allocation signals with sources
  • Named CIOs & IC members + email & LinkedIn

From $599/mo · 20% off annual

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