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Sarah Elizabeth Baldwin

LONGBOARD ASSET MANAGEMENT, LP·PHOENIX, Arizona
Series 65Clean record6 years registeredLONGBOARD ASSET MANAGEMENT, LP
2355 E CAMELBACK RD, PHOENIX, AZ 85016CRD# 6997056Firm CRD# 155617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Elizabeth Baldwin · PHOENIX, AZ
Registration
CRD #6997056 · LONGBOARD ASSET MANAGEMENT, LP · 6 years registered
Brand Profile
Not yet started
01

Career History

LONGBOARD ASSET MANAGEMENT
Aug 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 26, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LONGBOARD ASSET MANAGEMENT, LP
CRD 155617 · SEC 801-72623
AUM
$116M
Regulatory assets under management
Employees
10
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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05

Frequently Asked Questions

What services does Sarah Elizabeth Baldwin offer?
Sarah Elizabeth Baldwin specializes in Investment Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.
What are Sarah Elizabeth Baldwin's credentials?
Sarah Elizabeth Baldwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Elizabeth Baldwin located?
Sarah Elizabeth Baldwin 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 Sarah Elizabeth Baldwin charge for services?
Sarah Elizabeth Baldwin'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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Other Advisors at LONGBOARD ASSET MANAGEMENT, LP

Curtis Reed Christensen
PHOENIX, AZ
Cole Mcallister Wilcox
PHOENIX, AZ

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