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Building 2LONG ISLAND FINANCIAL GROUP, INC

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Phone516-741-1966
NotebookSEC #801-130406
Total AUM
$36.5M
Employees
2
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Phone
516-741-1966

ReceiptFinancials

Total AUM
$36.5M
Accounts
138
Discretionary
$36.5M
Accounts
138
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$14.7M
HNW Individual Clients
11
AUM
$21.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFLGANJNYSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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