R.M. Long Investment Advisory, Inc. (Reedley)

Name: R.M. Long Investment Advisory, Inc.
Address: 1756 11 Th Street, Reedley, CA, 93654
Telephone: 559-638-5336

R.M. Long Investment Advisory, Inc. is an adviser based in Reedley. It manages $52.42 million of regulatory assets for 227 client accounts. It has been registered with the SEC as an adviser since 2001.

R.M. Long Investment Advisory provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

R.M. Long Investment Advisory: assets under management

The assets under management (AUM) of R.M. Long Investment Advisory, Inc. is $52.42 million. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $52.27 million in discretionary accounts and $146.78 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $245.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.48 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay R.M. Long Investment Advisory, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at R.M. Long Investment Advisory, Inc.

Randy Mark Long has been acting as President since 1 Apr 1997. Jason Stephen Egli joined the executive team most recently as the Vice President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Randy Mark Long	President	1 Apr 1997	75% - 100%	1161624
Todd Raymond Sorensen	C.f.o.	1 Apr 1997	Other	2408435
Jason Stephen Egli	Vice president and chief compliance officer	1 Oct 2009	Other	4119797

Based in Reedley

The principal office where R.M. Long Investment Advisory, Inc. performs its advisory services is located at 1756 11 Th Street, Reedley, CA 93654, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 559-638-5336 or by fax 559-638-8183. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.longinvestmentadvisory.com.