Be advised. This firm is no longer registered.

Longboat Key Financial Group, LLC

Longboat Key Financial Group, LLC (CRD# 138830) is a financial advisory firm headquartered in Longboat Key, FL. They manage $35,036,567 in 234 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $149,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Longboat Key Financial Group, LLC
No Advisor Found.
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