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S.G. LONG & COMPANY
CRD 47511
283 W. FRONT STREET, SUITE 302, MISSOULA, MT, 59802, United States
Phone
406-721-0999
Fax
406-721-0922
Registration
— (—)
Source
State registered
Total AUM
$35.3M
Discretionary AUM
$0
Team
15 total employees; 15 advisory reps; 161 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-09-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $28.0M |
| High net worth individuals | 5 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD