LONGBOAT KEY FINANCIAL GROUP, LLC
Total AUM
$38.6M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6350 GULF OF MEXICO DRIVE
SUITE 101
LONGBOAT KEY
FL 34228
United States
SUITE 101
LONGBOAT KEY
FL 34228
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
941-383-2300
Financials
Total AUM
$38.6M
Accounts
702Discretionary
$38.6M
Accounts
702Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMINJTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.