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Building 2LONG RUN WEALTH ADVISORS, LLC

Map pinLAKE PLACID, NY
Phone518-523-8050
NotebookSEC #801-119953
Total AUM
$514.2M
Employees
7
Clients
924

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 BARN ROAD
SUITE 206
LAKE PLACID
NY 12946
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
518-523-8050

ReceiptFinancials

Total AUM
$514.2M
Accounts
2,062
Discretionary
$472.8M
Accounts
1,766
Non-Discretionary
$41.5M
Accounts
296

ContactClients

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Individual Clients
704
AUM
$114.6M
HNW Individual Clients
187
AUM
$365.9M
Charitable Organization Clients
17
AUM
$9.1M
Corporation or Business Clients
16
AUM
$24.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLLAMAMENENHNJNYTXVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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