Long Lake Capital Management, LLC

Long Lake Capital Management, LLC (CRD# 171644) is a financial advisory firm headquartered in Birmingham, MI. They manage $28,984,983 in 71 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
401 S. Old Woodward Ave., Suite 435, Birmingham, MI 48009
https://www.linkedin.com/company/16247115/admin/
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $408,239
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Long Lake Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bryan Mortenson, financial advisor Birmingham MI
Bryan J. Mortenson
CRD#: 5061871
401 S. Old Woodward Ave., Suite 435, Birmingham, MI 48009

Bryan Mortenson (CRD# 5061871) is an Investment Advisor Representative working at Long Lake Capital Management, LLC in Birmingham, MI and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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