Cole Mcallister Wilcox
Investment adviser representative at Longboard Asset Management
16 yearsExperience
2 statesRegistered in
$103.8MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Longboard Asset Management, LLCNov 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, FL).
Longboard Asset Management
Legal name: Longboard Asset Management, LP
$103.8MAssets managed
1Clients
2Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2856470
- Firm CRD
- 155617