Longboard Capital Advisors, LLC

Longboard Capital Advisors, LLC (CRD# 134550) is a financial advisory firm headquartered in , . They manage $68,239,604 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $22,746,535
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
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.

CA

Financial Advisors at Longboard Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brett Conrad
CRD#: 5036429
Beverly Hills, CA
93
Wealthminder
score

Brett Conrad (CRD# 5036429) is an Investment Advisor Representative working at Longboard Capital Advisors, LLC in Beverly Hills, CA and has over 11 years of experience in the finance industry.

2
Roger J. Yang
CRD#: 4703280
Beverly Hills, CA
93
Wealthminder
score

Roger Yang (CRD# 4703280) is an Investment Advisor Representative working at Longboard Capital Advisors, LLC in Beverly Hills, CA and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.