Long Family Office

Long Family Office (CRD# 110990) is a financial advisory firm headquartered in Reedley, CA. They manage $40,768,000 in 189 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $215,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC

Financial Advisors at Long Family Office
Showing 1 - 3 of 3 top financial advisors.
1
Jason S. Egli
CRD#: 4119797
1756 11th Street, Reedley, CA 93654
96
Wealthminder
score

Jason Egli (CRD# 4119797) is an Investment Advisor Representative working at Long Family Office in Reedley, CA and has over 16 years of experience in the finance industry. Jason Egli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Randy M. Long
CRD#: 1161624
1752 11th Street, Reedley, CA 93654
96
Wealthminder
score

Randy Long (CRD# 1161624) is an Investment Advisor Representative working at Long Family Office in Reedley, CA and has over 32 years of experience in the finance industry. Randy Long has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ellen R. Long
CRD#: 6319305
5101 Dunlea Court, Suite 204c, Wilmington, NC 28405
89
Wealthminder
score

Ellen Long (CRD# 6319305) is an Investment Advisor Representative working at Long Family Office in Wilmington, NC and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.