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LONGEST & YOUNG, LLC

CRD 166016

117 CENTER PARK DR. SUITE 201, KNOXVILLE, TN, 37922, United States

Phone

(865) 240-3259

Fax

(888) 759-3123

Registration

— (—)

Source

State registered

Total AUM

$18.8M

Discretionary AUM

$14.8M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals102$13.1M
High net worth individuals2$5.7M

Official SEC filing: View on IAPD