CRD: 159343
Long RUN Investment Management, LLC
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- Custodian
- Bank OF America · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-17-2011
- Office Locations
- 1
Office Locations
About Long RUN Investment Management, LLC
Long Run Investment Management is an Illinois-based investment management and financial planning firm built around disciplined, long-term decision-making. It combines integrated planning with ongoing portfolio management, retirement analysis and scenario testing, asset allocation and portfolio reviews (including a SWOT-based diagnostic), and quarterly monitoring of employer retirement plans. The firm also provides sub-advisory portfolio management for RIAs that primarily deliver planning.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY WHITE SMITH
Chief Compliance Officer, Founder, Managing Member, Sr. Advisor
- CRD
- #1380572
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,082,418 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,082,418 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,082,418
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $110,028,113 | 21.7% |
| Cash | $34,478,856 | 6.8% |
| Equity - Exchange | $31,436,604 | 6.2% |
| Corporate - Investment Grade | $170,873,152 | 33.7% |
| Municipal Bonds | $160,225,269 | 31.6% |
| Total | $507,041,994 | 100.0% |