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- Custodian
- Charles Schwab & Company · Principal · RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1996
- Office Locations
- 1
Office Locations
About S.g. Long & Company
SG Long Financial (S.G. Long & Company) is an employee-owned, independent broker/dealer and RIA in Missoula, Montana, providing customized financial planning and portfolio management for individuals and institutions across life stages, including retirement and estate/trust planning. Portfolios commonly use ETFs and public funds, with Schwab among key custodians. Hosts “The Long Thoughts” podcast (Rob Richardson, CFA).
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Owner & Executives
ROBERT GUY ISAAC SEIDENSCHWARZ
DIRECTOR, Investment Advisor
- CRD
- #1011121
- Ownership
- 10% but less than 25%
BRUCE ANTHONY COSTA
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Kelly Ross Brunger
Financial Advisor
- CRD
- #6802145
ZACHARY TYLER CARVALHO
Portfolio Strategist
- CRD
- #6342766
Showing 2 of 16 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,331,635 | -- |
| Total | $35,331,635 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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