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Building 2LONGVIEW WEALTH MANAGEMENT, LLC

Map pin
Phone952-465-1785
NotebookSEC #801-117252
Total AUM
$127.5M
Employees
2
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
952-465-1785

ReceiptFinancials

Total AUM
$127.5M
Accounts
44
Discretionary
$120M
Accounts
42
Non-Discretionary
$7.4M
Accounts
2

ContactClients

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Individual Clients
13
AUM
$6.6M
HNW Individual Clients
29
AUM
$113.5M
Corporation or Business Clients
2
AUM
$7.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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