Longshore Wealth Management LLC
Firm details
- Headquarters
- Highlands, New Jersey
- CRD number
- 334612
- Website
- www.longshorewealth.com
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Longshore Wealth Management LLC is an individually owned limited liability company registered in New Jersey that provides fee-based financial planning and portfolio management for individual investors and small businesses. The firm bills clients as a percentage of assets under management and focuses on traditional advisory services rather than institutional or pension consulting work. It does not position itself as an ESG-focused or multi-state adviser and is classified in the source data as unclassified.
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
Location
Highlands, NJ
Monmouth
Location
Highlands, NJ
Headquartered in Highlands, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 196 Bay Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
The Inspired Network Wealth Advisory
RIAHighlands, NJ
Palante Wealth Advisors, LLC
RIAPennington, NJ
Julien Planning, LLC
RIAHackensack, NJ
Ahara Advisors
RIAJersey City, NJ
Mountain Hill Investment Partners
RIAAtlantic Highlands, NJ
FIG Tree Wealth Management LLC
RIAMountainside, NJ