Longitude Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 330023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.68%
- Individuals21.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Longitude Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, offering a mix of financial planning and portfolio management alongside educational seminars and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Longitude identifies as an active ESG investor and also acts as a capital allocator, indicating it places client capital with third‑party managers in addition to managing listed securities directly. The firm is reported to sponsor limited partnerships (excluding pooled investment vehicles), which signals some direct involvement in private investment structures.
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 Equities86%
- Cash & Cash Equivalents14%
Owners & executives
1 of 1
Thomas Anzivino
Managing Director, Chief Compliance OfficerCRD 7213162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations