Longfellow Investment Management Co. Review

Trust Score 95%
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Last updated: June 26th, 2019. Data source: SEC filings.

Longfellow Investment Management Co., federally registered in 1986, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 18 advisors. Longfellow Investment Management Co. manages $10.9 billion and provides investment advisory services for 135 clients (1:8 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $80,640,552
Hybrid Advisor No
Disciplinary History No
Total AUM $10.9 billion
Advisor / Client Ratio 1:8
Headquarters Boston, MA
SEC Filings Forms and Brochures    (CRD # 104945)
State(s) Registered CA, CT, LA, MA, NY, PA, TX

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