Long Family Office
Firm details
- Headquarters
- Wilmington, North Carolina
- CRD number
- 110990
- Website
- www.longfamilyoffice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.9%
- Individuals16.91%
- Pension & Profit Sharing Plans5.19%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Long Family Office is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and provides portfolio management for individuals and small businesses on a percentage-of-AUM fee basis. It identifies as a single-owner (individual) firm, is not positioned as an active ESG investor, and is not registered as a multi-state or newly formed adviser. The firm also lists an affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities17%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Owners & executives
1 of 1
Randy Long
Founder & CEOCRD 1161624
Contacts
1 of 1
Ellen Long
Co-Founder/ConsultantCRD 6319305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 5101 Dunlea Ct
- Time zone
- ET (UTC-5)
- Office locations
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