RIA Intel›Advisers›Montana›S.G. LONG & COMPANY

S.G. LONG & COMPANY

Advisory

MISSOULA, MT

Data as of Sep 26, 2025 · Source: SEC Form ADV

Average account
$180K
across 196 accounts
AUM per adviser
$2M
15 advisers

Source: SEC Form ADV. Figures as filed Sep 26, 2025.

Total AUM
$35M
Discretionary %
0%
Clients
159
Employees
15

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$0
Non-Discretionary AUM$35M
Discretionary %0%
Total Clients159
Team
Total Employees15
Investment Advisers15
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndJune
Operates InID, MT, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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PORTFOLIO LOGIX, LLC
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CLEARSTONE WEALTH MANAGEMENT, LLC
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EVERGREEN FINANCIAL GROUP, LLC
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