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
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Longboard Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brett Conrad
CRD#: 5036429
Ivins, UT

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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