Emilio
Estrada
Longboard Asset Management
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About this Advisor
Emilio Estrada is a financial advisor based out of Phoenix, Arizona with a total of 2 years of relevant experience. Estrada is an employee of Longboard Asset Management. Throughout their career, they have worked at Longboard Asset Management, Lp, Quantumvest, Crown Wealth Strategies, Robert Half, Northwestern Mutual, Estrada And Associates Insurance, Tropicana Homes, Coronado High School, Lincoln Middle School, Arizona State Unversity and Texas Tech University. Estrada has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Arizona. Longboard Asset Management is a financial advisory firm with a branch in Phoenix, Arizona. It oversees $137 million in assets between its two accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Longboard Asset Management performs a few services, such as portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial management usually vary depending on which services the firm provides the client. Fees billed by Longboard Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Longboard Asset Management Brokerage Details
$137,092,690
12
2
$68,546,345
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Emilio Estrada Work History
Emilio has been registered as a financial advisor for 2 years.*
Longboard Asset Management, Lp
Quantumvest
Crown Wealth Strategies
Robert Half
Northwestern Mutual
Estrada And Associates Insurance
Arizona State Unversity
Tropicana Homes
Texas Tech University
Coronado High School
Lincoln Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emilio Estrada to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Longboard Asset Management
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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