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).
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Total Assets Under Management116MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$116,242,512
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AZ, FL
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.
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.
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.
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.