Longevity Asset Management LLC is a large advisory firm based in New York. It manages $44.9 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of New Jersey and New York.
Longevity Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Longevity Asset Management LLC is $44.9 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Longevity Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Mcmillan Vance has been acting as President since 1 Jun 2009. Richard Aaron Gallo has served as the Chief Investment Officer since 1 Jun 2009. Llc New Province Partners joined the executive team most recently as the Owner.
The principal office where Longevity Asset Management LLC performs its advisory services is located at 210 E. 39 Th Street, New York, NY 10016, which is also the mailing address of the firm. An additional office of the firm is in Summit, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-202-0973 X113 or by fax 908-277-2217. The normal business hours are 9:30 am - 5:00 pm on Monday - Friday.