Longboard Asset Management

Longboard Asset Management (CRD# 155617) is a financial advisory firm headquartered in Phoenix, AZ. They manage $705,934,259 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    706
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $235,311,420
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
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 - 10 of 10 top financial advisors.
1
Cole M. Wilcox
CRD#: 2856470
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
93
Wealthminder
score

Cole Wilcox (CRD# 2856470) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 20 years of experience in the finance industry.

2
Alexander J. Clark
CRD#: 5780340
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
90
Wealthminder
score

Alexander Clark (CRD# 5780340) 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
Eric R. Crittenden
CRD#: 4489481
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
90
Wealthminder
score

Eric Crittenden (CRD# 4489481) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 15 years of experience in the finance industry.

4
Jennifer L. Walker
CRD#: 6284293
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
89
Wealthminder
score

Jennifer Walker (CRD# 6284293) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 3 years of experience in the finance industry.

5
William F. Bologna
CRD#: 6454966
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
88
Wealthminder
score

William Bologna (CRD# 6454966) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 2 years of experience in the finance industry.

6
David B. Jacobson
CRD#: 6139084
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
88
Wealthminder
score

David Jacobson (CRD# 6139084) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 3 years of experience in the finance industry.

7
Courtney Stover
CRD#: 6435666
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
88
Wealthminder
score

Courtney Stover (CRD# 6435666) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 2 years of experience in the finance industry.

8
Andrew M. Swan
CRD#: 6339977
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
88
Wealthminder
score

Andrew Swan (CRD# 6339977) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 3 years of experience in the finance industry.

9
Trevor A. Burlison
CRD#: 6545660
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
87
Wealthminder
score

Trevor Burlison (CRD# 6545660) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 2 years of experience in the finance industry.

10
Matthew A. Kaplan
CRD#: 6435639
2355 East Camelback Road, Suite 750, Phoenix, AZ 85016
87
Wealthminder
score

Matthew Kaplan (CRD# 6435639) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.