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| Long Carroll Wealth LLC
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| |
|---|---|
| CRD # | 327743 |
| SEC # | 801-128740 |
| CIK # | |
| AUM | $122.8 MM (2024-02-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 719-694-8002 |
| Address | 1125 Kelly Johnson Blvd Colorado Springs, CO 80920 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 46.5 |
| (b) Individuals (high net worth individuals) | 37 | 66.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 560 | 122.8 |
| By Discretionary | ||
| Discretionary | 559 | 122.2 |
| Non-Discretionary | 1 | 0.6 |
| Total | 560 | 122.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.8 | |
| Total | 560 | 122.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fedenia Advisers LLC
✚
|
WI | 0.1 |
|
Hershey Financial Advisers LLC
✚
|
PA | 0.1 |
|
Carbon Collective Investing LLC
✚
|
CA | 0.1 |
|
W&S Brokerage Services Inc
✚
|
OH | 0.1 |
|
Infinity Wealth Counsel LLC
✚
|
OH | 0.1 |
|
Laufer Wealth Management LLC
✚
|
NY | 0.1 |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 0.1 |
|
Vestpointe Wealth Management LLC
✚
|
AZ | 0.1 |
|
Four Tree Island Advisory LLC
✚
|
NH | 0.1 |
|
LCR Wealth Management LLC
✚
|
CT | 0.1 |