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Linger, Eric Jay (Redmond)


Linger, Eric Jay is a large advisory firm based in Redmond. It manages $25 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New Jersey and Washington.

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Linger, Eric Jay provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Linger, Eric Jay: assets under management

The assets under management (AUM) of Linger, Eric Jay is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $675.68 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Linger, Eric Jay for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Redmond

The principal office where Linger, Eric Jay performs its advisory services is located at 23705 Ne 61 St Street, Redmond, WA 98053, 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 425-898-8989. The normal business hours are 9am - 6pm pt on Monday - Friday. You can find more information about the New York firm at www.sherwood-investments.com.


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