Long Term Solutions, LLC (Mill Valley)

Name: Long Term Solutions, LLC
Address: 104 Tiburon Boulevard, Mill Valley, CA, 94941
Telephone: 415-321-2950

Long Term Solutions, LLC is a large advisory firm based in Mill Valley. It manages $147.3 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Kansas, and Texas.

Long Term Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Long Term Solutions: assets under management

The assets under management (AUM) of Long Term Solutions, LLC is $147.3 million. The firm's AUM has grown by 268% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $96.69 million in discretionary accounts and $50.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.58 million.

Long Term Solutions has custody of $13.26 million in cash and securities for 146 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Long Term Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Long Term Solutions, LLC

Anil Ganapathy Chakkera has served as the Chief Investment Officer since 1 Sep 2009. Emily Intrater joined the executive team most recently as the Director Of Client Services/Office Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Lee Intrater	Managing member, president, ceo	1 Feb 2006	Other	709118
Anil Ganapathy Chakkera	Managing director and chief investment officer	1 Sep 2007	Other	2808289
Richard Lee Intrater	Trustee of the richard and roberta intrater revocable trust	1 Dec 2007	75% - 100%	709118
Roberta I Intrater	Trustee of the richard and roberta intrater revocable trust	1 Dec 2007	75% - 100%	5471896
Elizabeth Mary Pearsall Palmer	Chief compliance officer	1 Jan 2008	Other	5510669
John Edward Hapke	Managing director	1 Apr 2008	Other	2288882
Gary L Weiss	Managing member	1 Jul 2009	Other	5701490
Louise Marie Laughlin	Chief financial officer	1 Sep 2009	Other	5740096
Anil Ganapathy Chakkera	Chief investment officer	1 Sep 2009	Other	2808289
Naomi Robinson Ramsden	General counsel and chief compliance officer	1 Dec 2009	Other	4359258
Brandon Lyon Intrater	Managing director and portfolio manager	1 Oct 2010	Other	5633812
Gary L Weiss	Senior managing director	1 Oct 2010	Other	5701490
Debra Jean Kolberg	Vice president, operations	1 Jan 2013	Other	4025470
George Burton Brewster	Managing director	1 Aug 2013	Other	1235627
George Burton Brewster	Managing director, coo and chief compliance officer	1 Jan 2014	Other	1235627
Angela Faye Berry	Director of operations and client services	1 May 2014	Other	4594868
Emily Intrater	Office manager	1 Sep 2014	Other	6392584
Emily Intrater	Director of client services/office manager	1 Nov 2015	Other	6392584

Based in Mill Valley

The principal office where Long Term Solutions, LLC performs its advisory services is located at 104 Tiburon Boulevard, Mill Valley, CA 94941, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-321-2950 or by fax 415-321-2960. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at longtermsolutions.org.