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Furlong Investment Solutions, LLC

Furlong Investment Solutions, LLC. CRD 281796

F

CRD: 281796

Furlong Investment Solutions, LLC

Chicago, IL
7732184346
furlonginvestments.com
$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · E*TRADE · Etrade
Clients
Retail and Institutional
Platforms
VitalFocus +more
Established Date
10-01-2015
Office Locations
1

Office Locations

-- Chicago IL

About Furlong Investment Solutions, LLC

Furlong Investment Solutions is an independent, fee-only Chicago RIA led by Matt Furlong, CFA, CFP, EA, delivering customized financial planning and investment management for individuals, families, and trusts through accumulation and retirement. The firm builds core-satellite, globally diversified portfolios across equities, fixed income, and alternatives, focusing on strategic asset allocation, tax efficiency, and systematic rebalancing. Also serves small-business 401(k) plans as a 3(21)/3(38) ERISA fiduciary; custodies at Schwab.

Team overview

58 AVG AGE
$18.4M AVG AUM / ADVISOR
$354.4K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Value fusion Value frontier Signal

Client Personas

North optima Vital

Custodian

Crest vital Radial peak Atlas Ember Focus Element Element frontier Momentum Glacier Pioneer insight

Fund Managers

Vertex Focus optima Vector

Investment Themes

Bridge Insight Focus Zenith oak

Investment Vehicles

Ridge radial

Services

Quantum Horizon north Pioneer vector Oak vital Value Peak oak Bridge Eagle harbor Crest horizon

Technology

Pioneer unison Vector Pioneer

Owner & Executives

M

MATTHEW FURLONG

Investment Advisor

CRD
#1738088
Ownership
75% or more
(618) 220-7794
zenith.beacon@fusioncapital.com
in linkedin.com/in/vector-catalyst
K

Kelly Marie Furlong

--

CRD
--
Ownership
Less than 5%
(683) 202-6729
value.unison@legacycapital.com
in linkedin.com/in/capital-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $18,428,868 --
Non-Discretionary $0 --
Total $18,428,868 --

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Separately Managed Accounts

Total SMA Asset: $18,428,868

$18.4M Total SMA
Equity - Exchange:
24.5%
Public Funds:
17.2%
Equity - OTC:
8.5%
Municipal Bonds:
7.8%
U.S. Government/Agency:
16.8%
Cash:
25.2%
Asset class Assets Assets %
Equity - Exchange $436,795,872 24.5%
Public Funds $306,648,531 17.2%
Equity - OTC $151,541,425 8.5%
Municipal Bonds $139,061,543 7.8%
U.S. Government/Agency $299,517,170 16.8%
Cash $449,275,754 25.2%
Total $1,782,840,295 100.0%

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