Long Term Investors, LLC

Long Term Investors, LLC (CRD# 169920) is a financial advisory firm headquartered in Wenatchee, WA. They manage $13,769,579 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $550,783
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
  • Publication of periodicals or newsletters
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.

WA

Financial Advisors at Long Term Investors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sabine Harm
CRD#: 2790310
700 A North Mission St., Wenatchee, WA 98801
96
Wealthminder
score

Sabine Harm (CRD# 2790310) is an Investment Advisor Representative working at Long Term Investors, LLC in Wenatchee, WA and has over 21 years of experience in the finance industry. Sabine Harm 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
Dale W. Hill
CRD#: 4210834
700 A North Mission St., Wenatchee, WA 98801
93
Wealthminder
score

Dale Hill (CRD# 4210834) is an Investment Advisor Representative working at Long Term Investors, LLC in Wenatchee, WA and has over 17 years of experience in the finance industry.

3
James I. Matsumura
CRD#: 4467304
700 A North Mission St., Wenatchee, WA 98801
93
Wealthminder
score

James Matsumura (CRD# 4467304) is an Investment Advisor Representative working at Long Term Investors, LLC in Wenatchee, WA and has over 11 years of experience in the finance industry.

4
Craig T. Homchick
CRD#: 4467297
700 A North Mission St., Wenatchee, WA 98801
90
Wealthminder
score

Craig Homchick (CRD# 4467297) is an Investment Advisor Representative working at Long Term Investors, LLC in Wenatchee, WA and has 1 year of experience in the finance industry. Craig Homchick 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.

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