Longwall Family Office

Longwall Family Office (CRD# 324336) is a financial advisory firm headquartered in Westport, CT. They manage $207,435,728 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8 Wright St, Suite 107, Westport, CT 06880
https://www.linkedin.com/company/longwall-family-office
By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $2,560,935
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, IL

Financial Advisors at Longwall Family Office
Showing 1 - 4 of 4 top financial advisors.
1
Douglas Hedley, financial advisor Westport CT
Douglas J. Hedley
CRD#: 1258703
8 Wright St, Suite 107, Westport, CT 06880

Douglas Hedley (CRD# 1258703) is an Investment Advisor Representative working at Longwall Family Office in Westport, CT and has over 31 years of experience in the finance industry.

2
Jordan Fraser, financial advisor Lake Forrest IL
Jordan T. Fraser
CRD#: 4426903
Lake Forrest, IL

Jordan Fraser (CRD# 4426903) is an Investment Advisor Representative working at Longwall Family Office in Lake Forrest, IL and has 1 year of experience in the finance industry.

3
Terrence Purcell, financial advisor Westport CT
Terrence D. Purcell
CRD#: 2037654
8 Wright St, Suite 107, Westport, CT 06880

Terrence Purcell (CRD# 2037654) is an Investment Advisor Representative working at Longwall Family Office in Westport, CT and has over 33 years of experience in the finance industry.

4
Kerry Stirton, financial advisor Toronto
Kerry J. Stirton
CRD#: 4510252
Toronto,

Kerry Stirton (CRD# 4510252) is an Investment Advisor Representative working at Longwall Family Office in Toronto, and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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