Furlong Investment Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281796
- Website
- furlonginvestments.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.65%
- Individuals11.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Furlong Investment Solutions, LLC is an independent registered investment adviser organized as an LLC that provides financial planning and discretionary portfolio management to individuals, families, small businesses and institutional clients. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Its advisory services emphasize personalized planning and managed portfolios rather than acting as a capital allocator or pension consultant. The firm does not self-identify as an active ESG investor.
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 Equities60%
- Public Funds/Mutual Funds20%
- Non-Exchange Traded Equities15%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
2 of 2Kelly Furlong
OwnerCRD 6679626
Matthew Furlong
Principal & Portfolio ManagerCRD 1738088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Hidajat Asset Management, LLC
RIAEndress Capital Management, L.L.C.
RIAPine Cone Capital
RIAAntone Asset Management, Inc
RIACarlsbad, CA
Northwood Investment Partners, LLC
RIADavisson Investment, LLC
RIANewington, NH