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LONG PLANNING, LLC
CRD 323443
25 N RIVER LN, SUITE 25455, GENEVA, IL, 60134, United States
Phone
847-345-0880
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.2M
Discretionary AUM
$18.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $8.7M |
| High net worth individuals | 5 | $9.4M |
All web addresses on file
Official SEC filing: View on IAPD