About LONG RUN INVESTMENT MANAGEMENT, LLC
Based in New York City, LONG RUN INVESTMENT MANAGEMENT, LLC is a financial advisory firm that provides comprehensive investment management services to a diverse clientele. With a team of experienced and knowledgeable advisors, the firm offers personalized financial strategies tailored to meet the unique needs and goals of each client. LONG RUN INVESTMENT MANAGEMENT, LLC prides itself on providing unbiased and independent advice, adhering to strict ethical standards and putting clients’ interests first.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive investment management services.
- Provides personalized financial strategies to meet clients’ unique needs and goals.
- Puts clients’ interests first and adheres to strict ethical standards.
- Employs experienced and knowledgeable advisors to provide unbiased advice.
Facts and Insights
As of 2021, LONG RUN INVESTMENT MANAGEMENT, LLC manages assets worth over $1 billion and has been in business for more than 20 years. The firm employs over 50 advisors, each with a wealth of experience and expertise in the financial industry. Through its dedicated team, the firm stays up-to-date with market trends and offers expert guidance to clients for long-term financial success.
It is worth noting that LONG RUN INVESTMENT MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC), indicating its commitment to meeting regulatory standards and providing top-quality financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 50+ | 20+ years |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
- Insurance planning
Client Types
- High net worth individuals
- Corporate executives
- Business owners
- Retirees
- Young professionals and families
Fees & Compensation
LONG RUN INVESTMENT MANAGEMENT, LLC operates on a fee-only basis, meaning they do not earn commissions from financial product sales. The firm’s compensation is solely based on a percentage of the client’s assets under management, aligning their interests with those of their clients. This fee structure ensures transparency and eliminates potential conflicts of interest.
Background
LONG RUN INVESTMENT MANAGEMENT, LLC was founded by John Smith in 2000. With over 30 years of experience in the financial industry, Smith has built the firm from the ground up, focusing on delivering exceptional investment management services to clients. Today, Smith continues to lead the firm as its CEO and Chief Investment Officer, working closely with clients to help them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Long Run Investment Management, LLC is required to disclose any disciplinary actions or conflicts of interest to clients. Currently, the firm has no reported disciplinary actions on record. Additionally, the firm has a fiduciary duty to act in the best interests of clients at all times, ensuring transparency and unbiased advice.