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LONG ROAD INVESTMENT COUNSEL, LLC
107 W. Michigan Ave
Suite 804
Kalamazoo, Michigan 49007-3946
Tel: 269-488-8001
About LONG ROAD INVESTMENT COUNSEL, LLC
LONG ROAD INVESTMENT COUNSEL, LLC, formally registered with the SEC as LONG ROAD INVESTMENT COUNSEL, LLC. The firm was established in 05/09/2014. They have over 1 offices throughout the country.
LONG ROAD INVESTMENT COUNSEL, LLC is a Kalamazoo, Michigan based Financial Planning firm with nearly $284,039,000 assets under management, offering retirement planning & investment advisory services to 108 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171343 |
| SEC# | 801-79721 |
| Assets Managed by Firm | $284,039,000 |
| No. of Clients | 108 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 108 | $284,039,000 |
| High net worth individuals | 39 | $284,039,000 |
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