Long Road Investment Counsel, LLC
Firm details
- Headquarters
- Kalamazoo, Michigan
- CRD number
- 171343
- Registered since
- May 9, 2014
- Website
- longroadinvestment.com
- Custodians
- PNC INVESTMENTS LLC, WILLIAM BLAIR
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.61%
- Individuals0.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Long Road Investment Counsel, LLC is an independent, SEC-registered investment adviser that began registration in 2014 and operates as a limited liability company owned by an individual. The firm manages portfolios for individuals, families and small businesses on a fee basis calculated as a percentage of assets under management. Long Road focuses on discretionary portfolio management rather than serving as a capital allocator or pension consultant. It does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities84%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Marilee Bartl
Investment Advisor RepresentativeCRD 4928965
Charles Wattles
PresidentCRD 1315433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$5.8M in ETFs
100%
$5.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2M | 2,639 | 34.21% |
Location
Kalamazoo, MI
Kalamazoo
Location
Kalamazoo, MI
Headquartered in Kalamazoo, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 107 W Michigan Ave
- Time zone
- ET (UTC-5)
- Office locations
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