firm profile
S.G. Long & Company
Overview
S.G. Long & Company is a Broker Dealer and registered investment adviser based in Missoula, MT, registered since 1999. It reports $35.3M in assets under management across 196 accounts, with 15 employees. Its 15 registered representatives work across 1 branch offices in 1 state.
- Reported AUM
- $35.3M
- Accounts
- 196
- Average account
- $18K
- Employees
- 15
- Registered reps
- 15
- Branch offices
- 1
- Registered since
- 1999
- Jurisdictions
- 37
As reported in the firm's September 2025 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
- Products and services
Executive officers 3 of 7
- Susan Elaine Williams President, Chief Executive Officer CRD 2290587
- Darla Marie Felix Chief Financial Officer, Chief Compliance Officer CRD 5874509
- Bruce Anthony Costa Director CRD 6348002
4 more executive officers, with direct contact details
Registered reps 3 of 15
- Kelly Ross Brunger Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6802145
- Zachary Tyler Carvalho Registered Rep · Investment Adviser Rep CRD 6342766
- Joshua Paul Denney Registered Rep · Investment Adviser Rep CRD 5492542
12 more registered reps, with emails, phones and branch locations
Location
- Headquarters
- 283 W Front St Ste 302
Missoula, MT 59802 - County
- Missoula
- Metro area
- Missoula, MT
- Region
- West
- Branch offices
- 1 in 1 state
Registrations
- State registered, corporation formed in Montana
- Registered in 37 jurisdictions
- Website: sglongfinancial.com
Every state, with registration dates
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