Unclaimed Profile

Cole Mcallister Wilcox

LONGBOARD ASSET MANAGEMENT, LP·PHOENIX, Arizona

Series 7, Series 55, Series 63, Series 65Clean record22 years registeredLONGBOARD ASSET MANAGEMENT, LP

2355 E CAMELBACK RD, PHOENIX, AZ 85016CRD# 2856470Firm CRD# 155617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cole Mcallister Wilcox · PHOENIX, AZ

Registration

CRD #2856470 · LONGBOARD ASSET MANAGEMENT, LP · 22 years registered

Brand Profile

Not yet started

Career History

LONGBOARD ASSET MANAGEMENT

Feb 2014 – present

BLACKSTAR FUNDS, LLC

Nov 2003 – Dec 2006

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · November 12, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONGBOARD ASSET MANAGEMENT, LP

CRD 155617 · SEC 801-72623

AUM

$116M

Regulatory assets under management

Employees

1 client accounts

Services offered by LONGBOARD ASSET MANAGEMENT, LP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at LONGBOARD ASSET MANAGEMENT, LP →

Introduction

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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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