Joseph C. Longo, Attorney at Law

RIAState 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 and is classified as an independent registered investment adviser. The practice combines legal services with financial product sales and positions itself primarily as a capital allocator that selects other advisers to implement investment programs. The firm is state-registered in Arizona and California and lists a nonstandard fee approach under “Other.” It does not identify itself as an active ESG investor and its regulatory standing is state-focused rather than SEC-registered.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

    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