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LONGVIEW FINANCIAL ADVISORS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$351.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 293.5M |
| Non-Discretionary | 57.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 291192 |
| SEC Number | 801-112241 |
| Phone | 415-256-7700 |
| Total Employees | 2 |
Client Count by Type (126 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 72 |
| Individuals (other than H… | 46 |
| Pension/Profit Sharing Pl… | 3 |
| Charitable Organizations | 3 |
| Corporations/Businesses | 2 |
County data not available for this organization.