CRD: 321686
Longenecker Financial Services
$82.1M Total AUM
$82.1M Disc. AUM
-- 3Y CAGR
3 Employees
252 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Principal · TD Ameritrade
- Clients
- Retail
- Platforms
- Glacier bridgeFocus +more
- Established Date
- 05-06-2022
- Office Locations
- 1
Office Locations
6000 Grand Avenue, Suite V DES Moines IA
About Longenecker Financial Services
Longenecker Financial Services is an independent Des Moines, Iowa advisory firm delivering grounded, conversation-led financial planning and portfolio construction for individuals and families, including business owners and retirees. Portfolios lean heavily on ETFs, with Schwab among key custodians, and the team works with clients across time zones.
Team overview
26 AVG AGE
$41.0M AVG AUM / ADVISOR
$325.7K AVG AUM / CLIENT
4.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
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Asset Classes
Ridge
Client Personas
Quantum Foundation
Custodian
Timber matrix Wave Capital Fusion eagle Fusion Beacon bridge
Investment Themes
North Vertex wave Delta
Investment Vehicles
Quantum Wave
Platform
Matrix
Services
Oak Delta Catalyst Element Horizon Ember beacon Legacy horizon Insight pathway Prime alpha Radial
Technology
Catalyst zenith Vertex glacier Oak catalyst
Owner & Executives
J
Joseph Theodore Longenecker
Chief Compliance Officer, Managing Member, President
- CRD
- #4545298
- Ownership
- 75% or more
(878) 901-4597
meridian.bridge@deltacapital.com
in linkedin.com/in/signal-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
Brooklyn Marie Vitiritto
Financial Advisor
- CRD
- #6650129
(304) 457-1085
insight.oak@matrixcapital.com
in linkedin.com/in/eagle-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,068,562 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,068,562 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,068,562
Equity - Exchange:
58.2% Cash:
41.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,956,686,940 | 58.2% |
| Cash | $3,559,957,286 | 41.8% |
| Total | $8,516,644,226 | 100.0% |