Longroad Wealth Managers

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

7600 W Hwy 146 Ste 400, Pewee Valley, Ke...

Phone Number

(502) 243-9433

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
1
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About Longroad Wealth Managers

Longroad Wealth Managers specializes in providing holistic financial strategies tailored to individual client needs, focusing on integrity, service, and relationship. Their services include wealth management, retirement planning, insurance services, and tax planning strategies, with a combined experience of over 100 years. The company aims to assist clients in navigating financial decisions related to wealth building, family protection, and asset preservation. They cater to individuals facing retirement or seeking to understand investment options better.Explore more
Longroad Wealth Managers's Social MediaPopular SearchesLongroad Wealth ManagersLongroad Wealth Managers LLCSanders Financial PartnerLongroad Wealth Mangerslongroadwm.comSIC Code 62,628NAICS Code 52,523Show more

Longroad Wealth Managers Org Chart

PhoneEmail
JL
United States flag for contact location.

Client Relations Specialist

PhoneEmail
MW
United States flag for contact location.

Client Specialist

PhoneEmail
SW
United States flag for contact location.

Financial, Cfp Advisor

PhoneEmail
GB
United States flag for contact location.

Financial Advisor

PhoneEmail
MB
United States flag for contact location.

Financial Advisor

PhoneEmail
GI
United States flag for contact location.

Financial Advisor

PhoneEmail
HM
United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longroad Wealth Managers

<$5M
1-10
Private
-
1998
JL
Jake LeonbergerClient Relations Specialist
$7M
1-10
Private
-
1979
RA
Rita AnnoAdministrative Assistant & Client Service Specialist
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
11-50
Private
-
1950
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Longroad Wealth Managers is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Longroad Wealth Managers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Longroad Wealth Managers.

Longroad Wealth Managers Tech Stack

A closer look at the technologies used by Longroad Wealth Managers

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Frequently Asked Questions Regarding Longroad Wealth Managers

What is Longroad Wealth Managers's official website?
Longroad Wealth Managers's official website is www.longroadwm.com
What is Longroad Wealth Managers's Revenue?
Longroad Wealth Managers's revenue is <$5 Million
What is Longroad Wealth Managers's SIC code?
Longroad Wealth Managers's SIC: 62,628
What is Longroad Wealth Managers's NAICS code?
Longroad Wealth Managers's NAICS: 52,523
How many employees does Longroad Wealth Managers have?
Longroad Wealth Managers has 1-10 employees
What industry does Longroad Wealth Managers belong to?
Longroad Wealth Managers is in the industry of: Finance, Securities Trading
What is Longroad Wealth Managers competition?
Longroad Wealth Managers top competitors include: Plummer Financial Services, Salient Wealth Planning Group, Wealth Advisory Services, Dougherty & Associates
What technology does Longroad Wealth Managers use?
Some of the popular technologies that Longroad Wealth Managers uses are: goo.gl, Cloudflare Website Optimization, Smarsh, Google Font API
How do I contact Longroad Wealth Managers?
Longroad Wealth Managers contact info: Phone number: (502) 243-9433 Website: www.longroadwm.com
What does Longroad Wealth Managers do?

Longroad Wealth Managers specializes in providing holistic financial strategies tailored to individual client needs, focusing on integrity, service, and relationship. Their services include wealth management, retirement planning, insurance services, and tax planning strategies, with a combined experience of over 100 years. The company aims to assis... t clients in navigating financial decisions related to wealth building, family protection, and asset preservation. They cater to individuals facing retirement or seeking to understand investment options better.Read More

What are Longroad Wealth Managers social media links?
Longroad Wealth Managers Linkedin page Longroad Wealth Managers Facebook page
Is Longroad Wealth Managers a public company?
Longroad Wealth Managers is private company therefore does not currently have an official ticker symbol
See more information about Longroad Wealth Managers

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