S.g. Long & Company

S.g. Long & Company (CRD# 47511) is a financial advisory firm headquartered in Missoula, MT. They manage $35,977,706 in 236 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
283 W. Front Street, Suite 302, Missoula, MT 59802
https://www.sglongfinancial.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $152,448
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, MT, TX

Financial Advisors at S.g. Long & Company
Showing 11 - 13 of 13 top financial advisors.
11
Mitchell Roberts, financial advisor Missoula MT
Mitchell B. Roberts
CRD#: 7704831
283 West Front Suite 302, Suite 302, Missoula, MT 59802

Mitchell Roberts (CRD# 7704831) is an Investment Advisor Representative working at S.g. Long & Company in Missoula, MT and has 1 year of experience in the finance industry.

12
Timothy Stansbury, financial advisor Garland TX
Timothy B. Stansbury
CRD#: 5760046
675 Town Square Drive, Building 202-1a, Garland, TX 75040

Timothy Stansbury (CRD# 5760046) is an Investment Advisor Representative working at S.g. Long & Company in Garland, TX and has over 14 years of experience in the finance industry.

13
Marcus Welnel, financial advisor Missoula MT
Marcus J. Welnel
CRD#: 7741521
283 West Front Suite 302, Suite 302, Missoula, MT 59802

Marcus Welnel (CRD# 7741521) is an Investment Advisor Representative working at S.g. Long & Company in Missoula, MT and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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