618 LONGEVITY PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DEL MAR, California
CRD number
307392

Firm profile

FINTRX

Overview

618 Longevity Partners, LLC is organized as a limited liability company and appears to be owned by an individual. Public-facing information about the firm’s advisory activities, fee schedule, and client segments is sparse. It is not identified as a multi-state adviser, a pension consultant, a related adviser, or an active ESG investor. The firm’s SEC registration year is not provided in the available data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • JEY WON

    Managing PartnerCRD 7230560

  • WENG PIN OOI

    MemberCRD 7230563

  • ARTHUR CHEN

    MemberCRD 7230561

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DEL MAR, CA

SAN DIEGO

Location

DEL MAR, CA

Headquartered in DEL MAR, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1155 Camino del Mar
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth