Longboard Capital Advisors, LLC
Longboard Capital Advisors, LLC (CRD# 134550) is a financial advisory firm headquartered in , . They manage $9,128,781 in 3 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Longboard Capital Advisors, LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts3ACCOUNTS
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Average Account Value$3,042,927
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 pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, UT
Financial Advisors at Longboard Capital Advisors, LLC
1
Brett Conrad (CRD# 5036429) is an Investment Advisor Representative working at Longboard Capital Advisors, LLC in Ivins, UT and has over 18 years of experience in the finance industry.
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