Is this your firm? Access your Trusted badge
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.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||0|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$80,640,552|
|Total AUM||$10.9 billion|
|Advisor / Client Ratio||1:8|
|SEC Filings||View SEC IAPD CRD #104945|
|State(s) Registered||CA, CT, LA, MA, NY, PA, TX|