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 19 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 3 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 14 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 2 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 1 year 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 2 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 1 year 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 2 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 1 year 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 1 year of experience in the finance industry.

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