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Cole Mcallister Wilcox

LONGBOARD ASSET MANAGEMENT, LP·PHOENIX, Arizona
Unclaimed Profile
2355 E CAMELBACK RD, PHOENIX, AZ 85016CRD# 2856470Firm CRD# 155617
01

About

Cole Mcallister Wilcox is a registered financial advisor based in PHOENIX, Arizona, affiliated with LONGBOARD ASSET MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
LONGBOARD ASSET MANAGEMENT, LP
LONGBOARD ASSET MANAGEMENT
AUM
$116M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LONGBOARD ASSET MANAGEMENT, LP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2856470
Firm CRD# 155617
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cole Mcallister Wilcox offer?
Cole Mcallister Wilcox specializes in Investment Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.
What are Cole Mcallister Wilcox's credentials?
Cole Mcallister Wilcox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole Mcallister Wilcox located?
Cole Mcallister Wilcox is based in PHOENIX, Arizona, working with LONGBOARD ASSET MANAGEMENT, LP. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Cole Mcallister Wilcox charge for services?
Cole Mcallister Wilcox's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONGBOARD ASSET MANAGEMENT, LP?
LONGBOARD ASSET MANAGEMENT, LP has approximately 10 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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