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 1Joseph 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
Similar firms
THE INSPIRED NETWORK WEALTH ADVISORY
RIAHIGHLANDS, NJ
GARDEN STATE RETIREMENT SPECIALISTS, LLC
RIARED BANK, NJ
CFS INVESTMENT ADVISORY SERVICES LLC
RIATOTOWA, NJ
SIGNET FINANCIAL MANAGEMENT, LLC
RIAPARSIPPANY, NJ
BYRNE ASSET MANAGEMENT, LLC
RIAKINGSTON, NJ
PATHSTONE
RIAENGLEWOOD, NJ