Longboat Key Financial Group, LLC is an adviser based in Longboat Key. It manages $38.61 million of regulatory assets for 702 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Michigan, New Jersey, and Texas.
Longboat Key Financial Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Longboat Key Financial Group, LLC is $38.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Longboat Key Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Craig Douglas Meldahl has been acting as President since 1 Dec 2005. Deborah Ann Hanson joined the executive team most recently as the Operations Manager / Chief Compliance Officer.
The principal office where Longboat Key Financial Group, LLC performs its advisory services is located at 6350 Gulf Of Mexico Drive, Longboat Key, FL 34228, which is also the mailing address of the firm. An additional office of the firm is in Bradenton, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-383-2300 or by fax 941-383-9466. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.