RIA IntelAdvisersIllinoisFURLONG INVESTMENT SOLUTIONS, LLC

FURLONG INVESTMENT SOLUTIONS, LLC

Advisory

IL

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in IL
#1,441
of 1,719 advisers by AUM
Average account
$709K
across 26 accounts
AUM per adviser
$18M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$18M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

ALEX GREEN INVESTMENT MANAGEMENT LLC
CHICAGO, IL
$18M
-91.1% 1Y
BLANKENSHIP FINANCIAL PLANNING, LTD.
NEW BERLIN, IL
$18M
HERITAGE DRIVE WEALTH MANAGEMENT LLC
$18M
LAKE EFFECT WEALTH LLC
$18M
BLACK ELM ADVISERS, LLC
$19M
LONG PLANNING, LLC
GENEVA, IL
$18M

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