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Building 2LONG ROAD INVESTMENT COUNSEL, LLC

Map pinKALAMAZOO, MI
Phone269-488-8001
NotebookSEC #801-79721
Total AUM
$346.4M
Employees
2
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
107 W. MICHIGAN AVE
SUITE 804
KALAMAZOO
MI 49007-3946
United States
Operating Hours
9:00 TO 4:00
Monday - Friday
Phone
269-488-8001

ReceiptFinancials

Total AUM
$346.4M
Accounts
104
Discretionary
$346.4M
Accounts
104
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.3M
HNW Individual Clients
34
AUM
$345.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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