LONGBOW ASSET MANAGEMENT

401 South Boston Avenue
Suite 100
Tulsa, Oklahoma 74103
Tel: 918-295-9929

About LONGBOW ASSET MANAGEMENT

LONGBOW ASSET MANAGEMENT, formally registered with the SEC as LONGBOW ASSET MANAGEMENT. The firm was established in 04/30/2021. They have over 1 offices throughout the country.

LONGBOW ASSET MANAGEMENT is a Tulsa, Oklahoma based Financial Planning firm with nearly $120,413,671 assets under management, offering retirement planning & investment advisory services to 456 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126193
SEC#	801-121112
Assets Managed by Firm	$120,413,671
No. of Clients	456
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	456	$120,413,671
Individuals (other than high net worth individuals)	113	$52,210,132
High net worth individuals	32	$68,203,539

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