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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-21-2019
- Office Locations
- 4
Office Locations
About Long Bridge Capital Management
Long Bridge Capital Management is a Spokane, WA RIA providing customized portfolio management and financial/wealth planning for retail clients. The team uses independent fundamental research and multiple strategies to balance asset protection and growth across market conditions, with portfolios heavily using ETFs and fixed income. Clients get direct access to the professionals making investment decisions; assets are custodied at Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jon Joseph Dawn
Principal
- CRD
- #6344131
- Ownership
- 25% but less than 50%
William Knox Lang
Principal
- CRD
- #3119811
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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JAMES MARVIN SIMMONS
Advisor
- CRD
- #2336504
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,809,998 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,809,998 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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