Long Run Wealth Advisors, LLC
Long Run Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Lake Placid, New York. The firm was founded in November 2020 and is independently owned by Kevin M. Brady and Lynn M. Magnus. Long Run provides comprehensive financial planning and investment management services to individuals, high-net-worth individuals, business owners, nonprofit organizations, and foundations. The firm employs approximately 7-8 people and emphasizes a fiduciary, client-first advisory approach while serving a diverse clientele primarily in the United States.
Investment Strategy
Long Run Wealth Advisors offers personalized, comprehensive financial planning and investment strategies tailored to each client's goals, time horizon, and risk tolerance. The firm employs a pragmatic, disciplined approach to wealth management, focusing on long-term financial health and growth. They utilize traditional investment management, sustainable investing, and strategic financial planning, prioritizing transparent fee structures and a fiduciary duty to act in the best interests of their clients, including individuals, business owners, and nonprofits.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USIG | ISHARES TR | 11.96% | $61.0M | 1,167,286 | $49.96 | $52.22 | +$6.0M |
F FTCB | FIRST TR EXCHANGE-TRADED FD | 9.07% | $46.2M | 2,168,309 | $21.08 | $21.31 | +$3.6M |
I IEFA | ISHARES TR | 6.05% | $30.8M | 353,334 | $71.21 | $87.31 | +$2.2M |
X XLK | SELECT SECTOR SPDR TR | 6.02% | $30.7M | 108,841 | $183.58 | $281.86 | +$2.5M |
V VYM | VANGUARD WHITEHALL FDS | 4.20% | $21.4M | 151,667 | $113.30 | $140.95 | +$1.8M |