JOSEPH C. LONGO, ATTORNEY AT LAW

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SANTA MONICA, California
CRD number
140922
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Joseph C. Longo, Attorney At Law operates as a sole proprietorship combining legal services with financial product distribution. The firm is identified as a capital allocator and lists "selection of other advisers" among its advisory activities, which indicates it typically sources external managers rather than managing all investments in-house. Its business activities are recorded as a law firm and other financial product salesperson. The firm is not recorded as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. Fee arrangements are categorized as "Other," and the firm's SEC registration year is not specified.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JOSEPH LONGO

    FounderCRD 5893597

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
100 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth