LONG PLANNING, LLC

LONG PLANNING, LLC of GENEVA, IL is an SEC-registered investment adviser (CRD 323443). Regulatory assets under management: $18.2M.

Registration

• CRD: 323443
• Type: Registered investment adviser
• Location: 25 N RIVER LN, GENEVA, IL, 60134
• Phone: 847-345-0880
• Latest filing: 2026-03-26
• Regulatory AUM: $18.2M
• Discretionary AUM: $18.2M
• Clients: 1
• Accounts: 197

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323443 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search