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).
Current Firm Details
Longman Wealthcare Management, LLC
By the Numbers
-
Total Assets Under Management61MILLION
-
Total Number of Accounts32ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Longman Wealthcare Management, LLC
1
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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