Joseph C. Longo, Attorney at Law
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 140922
- Website
- longolawgroup.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Joseph Longo
FounderCRD 5893597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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