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Home > Retirement Planners > connecticut > westport > LONGWALL FAMILY OFFICE
LONGWALL FAMILY OFFICE
8 Wright St
Suite 107
Westport, Connecticut 06880
Tel: 203-209-2785
About LONGWALL FAMILY OFFICE
LONGWALL FAMILY OFFICE, formally registered with the SEC as LONGWALL FAMILY OFFICE. The firm was established in 07/12/2023. They have over 7 offices throughout the country.
LONGWALL FAMILY OFFICE is a Westport, Connecticut based Financial Planning firm with nearly $207,435,728 assets under management, offering retirement planning & investment advisory services to 81 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324336 |
| SEC# | 801-127421 |
| Assets Managed by Firm | $207,435,728 |
| No. of Clients | 81 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 81 | $207,435,728 |
| Individuals (other than high net worth individuals) | 13 | $6,167,865 |
| High net worth individuals | 11 | $165,596,080 |
| Corporations or other businesses | 8 | $19,401,022 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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