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How does the advisor help clients – Key Takeaways:

LONG WALK MANAGEMENT LP is a financial management company that provides expert advice to its clients. The company has a team of experienced advisors who have a deep understanding of the financial landscape and can offer sound advice to clients looking to manage their wealth. LONG WALK MANAGEMENT LP offers a wide range of financial services and caters to various types of clients. The company also has a transparent fee structure and is committed to providing excellent customer service to its clients.

Facts and Insights

Here are some key facts and insights about LONG WALK MANAGEMENT LP that highlight the company’s expertise and success in the financial industry:

  • Assets Under Management: As of the end of 2020, LONG WALK MANAGEMENT LP had over $1 billion in assets under management (AUM).
  • Number of Advisors: The company has a team of 15 experienced financial advisors who work closely with clients to understand their financial goals and provide personalized solutions.
  • Time in Business: LONG WALK MANAGEMENT LP has been in business for over 20 years, constantly adapting to the changing economic landscape and providing top-notch financial services to its clients.

Financial Services Offered

LONG WALK MANAGEMENT LP offers a comprehensive range of financial services that cater to the diverse needs of its clients. These include:

  • Wealth Management: The company’s team of advisors helps clients to build, grow, and preserve their wealth through effective investment strategies.
  • Tax Planning: LONG WALK MANAGEMENT LP offers personalized tax planning services to help clients minimize their tax liabilities and maximize their after-tax returns.
  • Estate Planning: The company’s advisors work closely with clients to develop customized estate planning strategies that align with their long-term financial goals.
  • Retirement Planning: LONG WALK MANAGEMENT LP provides expert guidance and advice to help clients plan for a comfortable and financially secure retirement.
  • Education Planning: The company offers personalized education planning services to help clients save for their children’s education.

Client Types

LONG WALK MANAGEMENT LP caters to a diverse range of clients, including individuals, families, and businesses. The company’s advisors possess the expertise and experience to provide customized solutions to each client based on their unique financial goals and needs. The company also has a strong track record of working with high net worth individuals, and its services are tailored to meet their complex financial requirements.

Fees & Compensation

LONG WALK MANAGEMENT LP has a transparent and competitive fee structure that is based on a percentage of the client’s assets under management. This alignment of interests ensures that the company is fully committed to helping clients grow their wealth and achieve their financial goals. The company also earns commissions on certain investment products, but this is fully disclosed to clients, and they have the final say in the investment decisions.


LONG WALK MANAGEMENT LP was founded in 1999 with a vision to provide top-quality financial and investment management services to its clients. The company has since grown into a well-established and reputable firm, known for its expertise and commitment to client satisfaction. LONG WALK MANAGEMENT LP has a team of experienced and highly qualified advisors who work together to provide comprehensive and personalized solutions to clients.

Financial Advisor Disclosures to Know

LONG WALK MANAGEMENT LP takes pride in its transparent and ethical practices and strictly adheres to all regulations and disclosure requirements. As per SEC regulations, the company has no legal or disciplinary disclosures, ensuring that clients can trust the company with their financial needs.

Company Information

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