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LONGBOW ASSET MANAGEMENT

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

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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 StatusApproved
Firm CRD#126193
SEC#801-121112
Assets Managed by Firm$120,413,671
No. of Clients456
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total456$120,413,671
Individuals (other than high net worth individuals)113$52,210,132
High net worth individuals32$68,203,539

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