Long Game Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288618
- Website
- longgamefinancial.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.86%
- Individuals11.22%
- Corporations / Businesses0.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Long Game Financial, LLC is an individually owned limited liability company that provides portfolio management primarily for individuals, families and small businesses. The adviser charges fees based on a percentage of assets under management and serves both individual & family and institutional clients. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Its stated advisory activity centers on discretionary portfolio management rather than pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities93%
- Public Funds/Mutual Funds7%
Owners & executives
1 of 1
Charles Beresford
Founder & CEOCRD 5942485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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