283 West Front
We want to inform you that the Securities Exchange Commission (SEC) introduced a new disclosure called the Client Relationship Summary (Form CRS). The new Form has an effective date of June 30, 2020. Form CRS should further strengthen the relationship between you and S.G. Long Financial.
Form CRS provides information about the relationship between a client and their broker-dealer or investment advisor. Standardizing how information is provided raises the level of client understanding of the products S.G. Long Financial provides.
If you have any questions regarding Form CRS please contact your financial representative. If you prefer to speak to someone other than your financial representative, please call our office at (406)721-0999 and ask for a supervisor.
Form ADV Part 2A
RBC Client Fees
Form ADV Part 2A and Wrap Brochure
Charles Schwab Pricing Guide