LONG RUN WEALTH ADVISORS, LLC

LAKE PLACID, New York·3 registered advisors·CRD# 311415

SEC# 801-1199530518-523-8050

01

Firm Overview

AUM

$442M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at LONG RUN WEALTH ADVISORS, LLC

3 registered advisors

Charles Gale Cowan

LAKE PLACID, New York

Kevin Michael Brady

LAKE PLACID, New York

Lynn Marie Magnus

LAKE PLACID, New York

05

Office Locations

LAKE PLACID, New York

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Data sourced from SEC Form ADV filings. LONG RUN WEALTH ADVISORS, LLC (CRD# 311415) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.