Longman Wealthcare Management, LLC

Longman Wealthcare Management, LLC (CRD# 110555) is a financial advisory firm headquartered in Miami, FL. They manage $61,018,845 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,906,839
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
  • Pension consulting services
  • 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

Financial Advisors at Longman Wealthcare Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Longman
CRD#: 5373585
11098 Biscayne Boulevard, Suite 304, Miami, FL 33161

Thomas Longman (CRD# 5373585) is an Investment Advisor Representative working at Longman Wealthcare Management, LLC in Miami, FL and has over 23 years of experience in the finance industry.

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