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Building 2LONGVIEW FINANCIAL ADVISORS, LLC

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Phone415-256-7700
NotebookSEC #801-112241
Total AUM
$383.9M
Employees
2
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
415-256-7700
Other Offices
2

ReceiptFinancials

Total AUM
$383.9M
Accounts
422
Discretionary
$318.4M
Accounts
417
Non-Discretionary
$65.5M
Accounts
5

ContactClients

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Individual Clients
46
AUM
$16M
HNW Individual Clients
72
AUM
$303M
Pension/Profit Sharing Plan Clients
2
AUM
$57.6M
Charitable Organization Clients
3
AUM
$6.5M
Corporation or Business Clients
2
AUM
$697.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNENHNJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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