Long Game Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288618
- Website
- longgamefinancial.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.86%
- Individuals11.22%
- Corporations / Businesses0.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Long Game Financial, LLC is an independent registered investment adviser structured as an LLC and owned by an individual principal. The firm provides fee-based portfolio management on a percentage-of-AUM basis, focused on serving individuals, families and some institutional clients. Its advisory scope emphasizes portfolio management for individuals and small businesses rather than acting as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not designated as a multistate adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities93%
- Public Funds/Mutual Funds7%
Owners & executives
1 of 1
Charles Beresford
Founder & CEOCRD 5942485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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