Longboard Asset Management

Longboard Asset Management (CRD# 155617) is a financial advisory firm headquartered in , . They manage $87,178,927 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $43,589,464
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
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.

AZ

Financial Advisors at Longboard Asset Management
Showing 1 - 5 of 5 top financial advisors.
1
Thomas J. Bruce
CRD#: 6492275
Phoenix, AZ

Thomas Bruce (CRD# 6492275) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 5 years of experience in the finance industry.

2
Cole M. Wilcox
CRD#: 2856470
Phoenix, AZ

Cole Wilcox (CRD# 2856470) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 24 years of experience in the finance industry.

3
Sarah E. Baldwin
CRD#: 6997056
Phoenix, AZ

Sarah Baldwin (CRD# 6997056) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 2 years of experience in the finance industry.

4
Emilio Estrada
CRD#: 7201673
Phoenix, AZ

Emilio Estrada (CRD# 7201673) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has 1 year of experience in the finance industry.

5
David A. Gutierrez
CRD#: 7376963
Phoenix, AZ

David Gutierrez (CRD# 7376963) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has 1 year of experience in the finance industry.

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