LONG FINANCIAL PLANNING
LONG & ASSOCIATES LLC
CRD 123517
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$50.6M
Discretionary AUM
$50.6M
Team
1 total employees; 1 advisory reps; 50 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $0 |
| High net worth individuals | 20 | $50.6M |
| Pension/profit sharing plans | 7 | $0 |
All web addresses on file
Official SEC filing: View on IAPD