S.G. Long & Company

Broker-DealerFINRA Member
Total AUM
$33.1M
Discretionary
$0
0% of AUM
Accounts
190
Employees
15
Advisory reps
16
Brokerage reps
11

Firm details

Headquarters
Missoula, Montana
CRD number
47511
Registered since
September 28, 1999
Website
www.sglongfinancial.com
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM
Client types
  • Individuals80.53%
  • HNWI19.06%
  • Corporations / Businesses0.24%
  • Charitable Organizations0.16%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

S.G. Long & Company operates as an independent broker-dealer and insurance broker serving individual, family and smaller institutional clients. The firm is structured as a corporation with a mix of domestic entity and individual ownership and charges clients on a percentage-of-assets-under-management basis. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm is also active in insurance product distribution. S.G. Long & Company is registered to do business in Idaho, Montana and Texas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 46%, Cash & Cash Equivalents 4%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities46%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • Darla Felix

    Darla Felix

    Chief Financial Officer and Human Resources ManagerCRD 5874509

  • Joshua Denney

    Joshua Denney

    Chief Technology OfficerCRD 5492542

  • Susan Williams

    Susan Williams

    Chief Executive Officer, Portfolio ManagerCRD 2290587

Contacts

3 of 13
  • Joshua Eder

    Joshua Eder

    Financial AdvisorCRD 5104561

  • Donald Gaumer

    Donald Gaumer

    Registered RepresentativeCRD 5270645

  • Andrew Harris

    Andrew Harris

    Research AssociateCRD 7228229

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$72.7M in ETFs

Passive

99%

$71.8M

Active

0%

$946K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 GROWTH ETF (IVW)BlackRockPassiveLarge Growth$11.7M82,31616.04%
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Location

Primary office

Missoula, MT

Missoula

Location

Missoula, MT

Headquartered in Missoula, MT, in the West of the United States.

Region
West
County
Missoula
Address
283 W Front St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth