Overview
Assets Under Management: $151 million
Headquarters: FAYETTEVILLE, AR
High-Net-Worth Clients: 37
Average Client Assets: $2.7 million
Frequently Asked Questions
LONGER INVESTMENTS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105526), LONGER INVESTMENTS INC is subject to fiduciary duty under federal law.
LONGER INVESTMENTS INC is headquartered in FAYETTEVILLE, AR.
LONGER INVESTMENTS INC serves 37 high-net-worth clients according to their SEC filing dated June 05, 2018. View client details ↓
According to their SEC Form ADV, LONGER INVESTMENTS INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LONGER INVESTMENTS INC manages $151 million in client assets according to their SEC filing dated June 05, 2018.
According to their SEC Form ADV, LONGER INVESTMENTS INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.80%
Average Client Assets: $2.7 million
Total Client Accounts: 108
Discretionary Accounts: 108
Regulatory Filings
CRD Number: 105526
Filing ID: 1222294
Last Filing Date: 2018-06-05 15:34:00