Long Faith Capital LLC
RIASEC Registered
Total AUM
$3.3M
Discretionary
$750K
23% of AUM
Avg account
$236K
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312759
- Website
- www.longfaithcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Performance Based Fees
- Client types
- HNWI90.91%
- Individuals9.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Long Faith Capital LLC operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm offers a range of advisory services, including financial planning and portfolio management for individuals and small businesses. Additionally, it engages in the publication of periodicals or newsletters, providing insights and updates to its clients. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
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
- Non-Exchange Traded Equities45%
- Cash & Cash Equivalents45%
- Exchange Traded Equities10%
Contacts
1 of 1
Henry Yin
President and FounderCRD 7333801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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