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LONG FAMILY OFFICE
R.M. LONG INVESTMENT ADVISORY, INC.
CRD 110990 · SEC 801-58265
5101 DUNLEA CT, STE 204-C, WILMINGTON, NC, 28405, United States
Phone
910-399-2748
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.2M
Discretionary AUM
$50.0M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $15.0M |
| High net worth individuals | 11 | $33.6M |
| Pension/profit sharing plans | 5 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD