Longhouse Investments

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

187 Calle Magdalena Ste 103, Encinitas, ...

Phone Number

(949) 542-2394

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Longhouse Investments

Longhouse Wealth Management is a Native American-owned boutique registered investment advisory firm based in Encinitas, California, founded by Dean and John Ferraro. The firm specializes in personalized investment management and strategic financial planning, focusing on long-term, passive investment strategies. They provide fiduciary services for 401(k) and 403(b) plans, Non-Qualified Deferred Compensation Executive Plans, and Minor & Elder Trusts, catering to clients seeking tailored financial solutions. With a commitment to transparency and integrity, Longhouse Wealth Management aims to help clients grow and preserve their wealth across generations.Explore more
Longhouse Investments's Social MediaPopular SearchesLonghouse Investments LLCLonghouse Wealth ManagementLonghouse Management Systems LLCLonghouse Interactive LLCSIC Code 62,628NAICS Code 52,523Show more

Longhouse Investments Org Chart

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JF
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longhouse Investments

<$5M
1-10
Private
-
2018
JF
John FerraroInvestment Advisor & Representative
$25M
11-50
Private
-
2011
Scott Puritz, Managing Director, Member of Investment Committee at Rebalance
Scott PuritzManaging Director, Member of Investment Committee
$5.2M
11-50
Private
-
2013
JH
John HeilnerChief Investment Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2009
KA
Kathleen AdkinsOffice Manager
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Longhouse Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Longhouse Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Longhouse Investments.

Longhouse Investments Tech Stack

A closer look at the technologies used by Longhouse Investments

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Frequently Asked Questions Regarding Longhouse Investments

What is Longhouse Investments's official website?
Longhouse Investments's official website is www.longhousewm.com
What is Longhouse Investments's Revenue?
Longhouse Investments's revenue is <$5 Million
What is Longhouse Investments's SIC code?
Longhouse Investments's SIC: 62,628
What is Longhouse Investments's NAICS code?
Longhouse Investments's NAICS: 52,523
How many employees does Longhouse Investments have?
Longhouse Investments has 1-10 employees
What industry does Longhouse Investments belong to?
Longhouse Investments is in the industry of: Finance, Securities Trading
What is Longhouse Investments competition?
Longhouse Investments top competitors include: Rebalance, WT Wealth Management, Evanson Asset Management, Montecito Capital Management Group
What technology does Longhouse Investments use?
Some of the popular technologies that Longhouse Investments uses are: Google Font API, Amazon Web Hosting, Google Workspace
How do I contact Longhouse Investments?
Longhouse Investments contact info: Phone number: (949) 542-2394 Website: www.longhousewm.com
What does Longhouse Investments do?

Longhouse Wealth Management is a Native American-owned boutique registered investment advisory firm based in Encinitas, California, founded by Dean and John Ferraro. The firm specializes in personalized investment management and strategic financial planning, focusing on long-term, passive investment strategies. They provide fiduciary services for 4... 01(k) and 403(b) plans, Non-Qualified Deferred Compensation Executive Plans, and Minor & Elder Trusts, catering to clients seeking tailored financial solutions. With a commitment to transparency and integrity, Longhouse Wealth Management aims to help clients grow and preserve their wealth across generations.Read More

What are Longhouse Investments social media links?
Longhouse Investments Linkedin page Longhouse Investments Twitter page Longhouse Investments Facebook page
Is Longhouse Investments a public company?
Longhouse Investments is private company therefore does not currently have an official ticker symbol
See more information about Longhouse Investments

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