Longboard Asset Management

Longboard Asset Management (CRD# 155617) is a financial advisory firm headquartered in , . They manage $116,242,512 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://twitter.com/longboardfunds
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $116,242,512
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
The map below shows states where this firm has explicit registration only.

AZ, FL

Financial Advisors at Longboard Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Cole Wilcox, financial advisor Phoenix AZ
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 27 years of experience in the finance industry.

2
Sarah Baldwin, financial advisor Phoenix AZ
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 4 years of experience in the finance industry.

3
William Castiel, financial advisor Sarasota FL
William G. Castiel
CRD#: 7811795
Sarasota, FL

William Castiel (CRD# 7811795) is an Investment Advisor Representative working at Longboard Asset Management in Sarasota, FL and has 1 year of experience in the finance industry.

4
David Gutierrez, financial advisor Phoenix AZ
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 over 2 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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