L
CRD: 123017
Langdon Financial Management, Inc.
Springfield, IL, 62711
2175466524
$82.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
614 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-11-1994
- Office Locations
- 2
Office Locations
2500 Kipling Drive Springfield IL
-- Springfield IL
About Langdon Financial Management, Inc.
Langdon Financial Management, Inc. is a Springfield-based RIA with 2 offices. The firm has been operating for 31 years. Managing $82.0M in total assets under management, They custody assets with Charles Schwab & Company. Services offered include Financial Planning.
Team overview
66 AVG AGE
-- AVG AUM / ADVISOR
$133.6K AVG AUM / CLIENT
19.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
31yrs Firm Age
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Investment Vehicles
Zenith wave
Services
Matrix
Owner & Executives
G
GREGORY JOSEPH LANGDON
President
- CRD
- #2271754
- Ownership
- 75% or more
(885) 346-2505
north.element@catalystcapital.com
in linkedin.com/in/glacier-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
W
WENDI L BRINCKEN
Financial Advisor
- CRD
- #5755660
(570) 513-6982
legacy.zenith@radialcapital.com
in linkedin.com/in/legacy-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $82,000,000 | -- |
| Total | $82,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,000,000
Equity - Exchange:
40.6% U.S. Government/Agency:
10.4% Corporate - Investment Grade:
32.8% Cash:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,045,004,510 | 40.6% |
| U.S. Government/Agency | $780,001,155 | 10.4% |
| Corporate - Investment Grade | $2,460,003,643 | 32.8% |
| Cash | $1,215,001,800 | 16.2% |
| Total | $7,500,011,108 | 100.0% |