Longshore Wealth Management LLC
Firm details
- Headquarters
- Highlands, New Jersey
- CRD number
- 334612
- Website
- www.longshorewealth.com
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Longshore Wealth Management LLC is an individually owned limited liability company registered in New Jersey that provides fee-based financial planning and portfolio management for individual investors and small businesses. The firm bills clients as a percentage of assets under management and focuses on traditional advisory services rather than institutional or pension consulting work. It does not position itself as an ESG-focused or multi-state adviser and is classified in the source data as unclassified.
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
Location
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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