CM
Cole Mcallister Wilcox
CRD 2856470
Firms
| Firm | Role | As of |
|---|---|---|
| Longboard Asset Management, Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Longboard Asset Management, Lp
Chief Executive Officer, Partner, Chief Investment Officer · 75% or more · Mar 2024
-
Longboard Asset Management, Lp
Member · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗