Long Family Office
Long Family Office (CRD# 110990) is a financial advisory firm headquartered in Reedley, CA. They manage $39,700,785 in 143 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management40MILLION
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Total Number of Accounts143ACCOUNTS
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Average Account Value$277,628
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NC
Jason Egli (CRD# 4119797) is an Investment Advisor Representative working at Long Family Office in Reedley, CA and has over 23 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.
Ellen Long (CRD# 6319305) is an Investment Advisor Representative working at Long Family Office in Wilmington, NC and has over 9 years of experience in the finance industry.
Randy Long (CRD# 1161624) is an Investment Advisor Representative working at Long Family Office in Reedley, CA and has over 40 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.