Sarah Elizabeth Baldwin

Longboard Asset Management

6 Years of Experience

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Areas of Practice

Investment Management

Longboard Asset Management

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

1 client

Average Client Portfolio

$141.7M average

Assets Under Management

$141.7M

Fee Structure

Financial Planning:Investment management only

Location

Phoenix, AZ

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Sarah is involved in several non-investment related businesses, including Tevatan LLC (a boat tour company), OntheSalt.org (a non-profit), Raze Financial (advisor on business operations), and Hathaway Street LLC (advisory and strategic planning). These activities take minimal time each month.

Employment History

Current Registrations

Longboard Asset Management

August 2019 - Present · 6 yrs 6 mos

State Registrations2 states

AZFL

Advisor

Exams

No exam information available for this advisor.