LONG FAMILY OFFICE
Firm details
- Headquarters
- WILMINGTON, North Carolina
- CRD number
- 110990
- Website
- www.longfamilyoffice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67%
- Individuals29.8%
- Pension & Profit Sharing Plans3.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Long Family Office operates as an independent registered investment advisor, primarily serving individuals, families, and institutional clients. The firm is structured as a corporation and is owned by an individual. With a focus on portfolio management for individuals and small businesses, Long Family Office emphasizes a fee structure based on a percentage of assets under management. The firm does not actively engage in ESG investing 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
- Exchange Traded Equities56%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
Owners & executives
1 of 1RANDY LONG
Founder & CEOCRD 1161624
Contacts
1 of 1ELLEN LONG
Co-Founder/ConsultantCRD 6319305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILMINGTON, NC
NEW HANOVER
Location
WILMINGTON, NC
Headquartered in WILMINGTON, NC, in the South of the United States.
- Region
- South
- County
- NEW HANOVER
- Address
- 5101 Dunlea Ct
- Time zone
- ET (UTC-5)
- Office locations
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