L
CRD: 322839
Long Advisors LLC
Middlesex, VT
8028287490
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-2022
- Office Locations
- 1
Office Locations
-- Middlesex VT
About Long Advisors LLC
Long Advisors LLC is a Middlesex-based RIA. The firm has been operating for 3 years. Managing $2.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Interactive Brokers. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$851.4K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Zenith
Investment Themes
Crest timber
Investment Vehicles
Timber prime
Services
Legacy signal Momentum insight Beacon Beacon fusion Fusion beacon
Owner & Executives
Alec David Long
Chief Compliance Officer, Managing Director, Managing Partner
- CRD
- #7049053
- Ownership
- 75% or more
(940) 879-1999
eagle.focus@beaconcapital.com
in linkedin.com/in/legacy-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,554,314 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,554,314 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,554,314
Equity - Exchange:
34.8% Cash:
30.4% Municipal Bonds:
34.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,604,779,863 | 34.8% |
| Cash | $2,275,439,880 | 30.4% |
| Municipal Bonds | $2,604,779,862 | 34.8% |
| Total | $7,484,999,605 | 100.0% |