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Longmire, David Charles (North Lauderdale)


Longmire, David Charles is a related adviser based in North Lauderdale. It manages $50 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.

Longmire, David Charles provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Longmire, David Charles: assets under management

The assets under management (AUM) of Longmire, David Charles is $50 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $50 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Longmire, David Charles for their services and products based on a percentage of assets under management 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.

Based in North Lauderdale

The principal office where Longmire, David Charles performs its advisory services is located at 7812 Sw 6 Street, North Lauderdale, FL 33068, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-721-5402 or by fax 954-721-5402. The normal business hours are 6pm-9pm est on Other.


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