$50.6M Total AUM
$50.6M Disc. AUM
-- 3Y CAGR
1 Employees
127 ADV. Clients
23 yrs Firm Age
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- Custodian
- Altruist · BNY Mellon · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- InsightValue fusion
- Established Date
- 07-12-2002
- Office Locations
- 1
Office Locations
33 N. Dearborn St. Suite 1000 Chicago IL
About Long Financial Planning
Long Financial Planning is a Chicago-based, owner-led RIA providing comprehensive financial planning and discretionary asset management for retail and institutional clients. The firm emphasizes asset allocation using public funds/mutual funds, with fixed income, annuity, and real-estate exposure as appropriate, and supports estate, tax, retirement-plan, and insurance planning. Uses eMoney and custodians include Altruist.
Team overview
63 AVG AGE
$50.6M AVG AUM / ADVISOR
$398.2K AVG AUM / CLIENT
24 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Vector insight Catalyst timber
Investment Themes
Harbor Beacon
Investment Vehicles
Vital ridge
Platform
Peak
Services
Harbor Timber pathway Catalyst Foundation Eagle Glacier Eagle
Technology
Zenith delta Optima
Owner & Executives
CHRISTOPHER C LONG
Owner
- CRD
- #4596971
- Ownership
- 75% or more
(466) 804-1170
frontier.vertex@elementcapital.com
in linkedin.com/in/eagle-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,566,772 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,566,772 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,566,772
Equity - Exchange:
25.8% Cash:
74.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $723,586,194 | 25.8% |
| Cash | $2,081,011,456 | 74.2% |
| Total | $2,804,597,650 | 100.0% |