S G Long
Finance · 1-10 Employees
View Company Info for Free
Overview
Phone Number
(800) 823-8234Website
www.sglong.comRevenue
<$5 MillionIndustry
About S G Long
SG Long Financial is a research-based boutique investment firm headquartered in Missoula, Montana. Founded in 1986, the company provides integrated wealth strategies, including financial planning, investment management, and advice on succession, charitable strategy, and legacy planning. It serves individuals, families, business owners, and multi-generational households navigating complex financial decisions and business transitions. Operating as an employee-owned firm under a fiduciary standard, it delivers value through a structured wealth lifecycle approach and an in-house research team that analyzes individual stocks and bonds for managed portfolios.Explore more
S G Long Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
S G Long Tech Stack
A closer look at the technologies used by S G Long
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding S G Long
Sign Up For FreeTo access detailed company insights
SG Long Financial is a research-based boutique investment firm headquartered in Missoula, Montana. Founded in 1986, the company provides integrated wealth strategies, including financial planning, investment management, and advice on succession, charitable strategy, and legacy planning. It serves individuals, families, business owners, and multi-ge... Read More
