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EVERLONG FINANCIAL
EVERLONG FINANCIAL, LLC
CRD 172634
3906 N LAMAR BLVD, SUITE 204C, AUSTIN, TX, 78756, United States
Phone
(512) 524-3832
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$69.5M
Discretionary AUM
$54.3M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $6.6M |
| High net worth individuals | 23 | $62.8M |
All web addresses on file
Official SEC filing: View on IAPD