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Longboard Asset Management

Headquartered in PHOENIX, AZ

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Firm Information

Longboard Asset Management is an investment advisor registered with the SEC. The firm manages $116,242,512 in assets for one investment company client. The firm provides portfolio management services for individuals and investment companies.

Longboard Asset Management

$116.24M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

LONGBOARD ASSET MANAGEMENT has a total of 2 branch locations across the country.
location

PHOENIX, AZ

location

Sarasota, FL

Advisors at Longboard Asset Management

View All 3 Advisors
Unclaimed
Sarah Elizabeth Baldwin

RA

PHOENIX, AZ

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Unclaimed
David Andres Gutierrez

RA

PHOENIX, AZ

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Unclaimed
Cole Mcallister Wilcox

RA

PHOENIX, AZ

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Disclosures

There are no public disclosures for Longboard Asset Management.

Frequently Asked Questions (8)

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