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Longmeadow Investment Advisors LLC (Longmeadow)


Longmeadow Investment Advisors LLC is a large advisory firm based in Longmeadow. It manages $40.32 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Longmeadow Investment Advisors provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Longmeadow Investment Advisors: assets under management

The assets under management (AUM) of Longmeadow Investment Advisors LLC is $40.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Longmeadow Investment Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Longmeadow

The principal office where Longmeadow Investment Advisors LLC performs its advisory services is located at 175 Dwight Road, Longmeadow, MA 01106 The mailing address of the firm is P.O. Box 426, East Longmeadow, MA 01028. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 413-567-8200 or by fax 413-567-8201. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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