Longfellow Investment Management Co.

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Last updated: February 23rd, 2020. 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
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 0
Percentage of Advisors Trusted Less than 1%
Minimum Investment $0
Average Client Balance $80,640,552
Total AUM $10.9 billion
Advisor / Client Ratio 1:8
Headquarters Boston, MA
SEC Filings View SEC IAPD CRD #104945
State(s) Registered CA, CT, LA, MA, NY, PA, TX

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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