LONGBOAT KEY FINANCIAL GROUP, LLC

LONGBOAT KEY, Florida·1 registered advisor·CRD# 138830
SEC# 801-67197941-383-2300
01

Firm Overview

AUM
$39M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LONGBOAT KEY FINANCIAL GROUP, LLC

1 registered advisor
Craig Douglas Meldahl
LONGBOAT KEY, Florida
05

Office Locations

LONGBOAT KEY, Florida
1 advisor

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Data sourced from SEC Form ADV filings. LONGBOAT KEY FINANCIAL GROUP, LLC (CRD# 138830) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.