Longshore Wealth Management LLC
Firm details
- Headquarters
- Highlands, New Jersey
- CRD number
- 334612
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Longshore Wealth Management LLC is a limited liability company focused on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not actively engage in ESG investing, it has carved out a niche in traditional investment strategies, catering to clients seeking personalized financial solutions.
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
Contacts
1 of 1
Joseph Nardone
FounderCRD 8029150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Highlands, NJ
Monmouth
Location
Highlands, NJ
Headquartered in Highlands, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 196 Bay Ave
- Time zone
- ET (UTC-5)
- Office locations
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