LONG FINANCIAL PLANNING

LONG FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 123517). Regulatory assets under management: $50.6M.

Registration

• CRD: 123517
• Type: Registered investment adviser
• Phone: 312-373-9265
• Latest filing: 2026-03-23
• Regulatory AUM: $50.6M
• Discretionary AUM: $50.6M
• Clients: 1
• Accounts: 186

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123517 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search