Longer Investments Inc is a large advisory firm based in Fayetteville. It manages $120.19 million of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Louisiana, Oklahoma, and Texas.
Longer Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Longer Investments Inc is $120.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Longer Investments Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Cristabel C. Longer is high net worth individuals with 32 clients and $83.07 million of assets under management. Among the 9 most similar advisory firms, Longer Investments has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $117.26 million for 77 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Longer Investments doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Cristabel C. Longer has been acting as President since 1 Nov 1985. Estate Of Chester L. Longer joined the executive team most recently as the Stockholder.
The principal office where Longer Investments Inc performs its advisory services is located at 9 N. West Avenue, Fayetteville, AR 72701 The mailing address of the firm is P. O. Box 1269, Fayetteville, AR 72702. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 479-443-5851 or by fax 479-443-7129. The normal business hours are 8-5 m-th, 8-4 friday on Monday - Friday. You can find more information about the New York firm at longerinv.com.