Investment adviser · CRD 138830

LONGBOAT KEY FINANCIAL GROUP, LLC

Investment adviser filing (IA)

LONGBOAT KEY, FL, United States · Form ADV filed Jul 11, 2012

Regulatory AUM
$38.6M
Form ADV · Item 5.F
Client accounts
702
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 11, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6350 GULF OF MEXICO DRIVE, SUITE 101
LONGBOAT KEY, FL, 34228, United States

CRD 138830

Filing source

Form ADV 658963 · Jul 11, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.