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Anne Whitman

LONGROAD ASSET MANAGEMENT, LLC·OLD GREENWICH, Connecticut
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177 SOUND BEACH AVENUE, OLD GREENWICH, CT 06870CRD# 6025406Firm CRD# 160999
01

About

Anne Whitman is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with LONGROAD ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LONGROAD ASSET MANAGEMENT, LLC
LONGROAD ASSET MANAGEMENT, LLC
AUM
$27M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LONGROAD ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6025406
Firm CRD# 160999
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anne Whitman offer?
Anne Whitman specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Anne Whitman's credentials?
Anne Whitman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Whitman located?
Anne Whitman is based in OLD GREENWICH, Connecticut, working with LONGROAD ASSET MANAGEMENT, LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does Anne Whitman charge for services?
Anne Whitman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONGROAD ASSET MANAGEMENT, LLC?
LONGROAD ASSET MANAGEMENT, LLC has approximately 2 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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