Unclaimed Profile

Anne Whitman

LONGROAD ASSET MANAGEMENT, LLC·OLD GREENWICH, Connecticut

Clean recordLONGROAD ASSET MANAGEMENT, LLC

177 SOUND BEACH AVENUE, OLD GREENWICH, CT 06870CRD# 6025406Firm CRD# 160999

Profile Verification

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

Identity

Anne Whitman · OLD GREENWICH, CT

Registration

CRD #6025406 · LONGROAD ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LONGROAD ASSET MANAGEMENT, LLC

AUM

$27M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LONGROAD ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6025406

Firm CRD# 160999

View on FINRA BrokerCheck →

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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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