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Building 2LONGVIEW FINANCIAL ADVISORS, INC.

Map pinHUNTSVILLE, AL
Phone256-534-1196
NotebookSEC #801-64122
Total AUM
$208.2M
Employees
7
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4245 BALMORAL DRIVE
SUITE 306
HUNTSVILLE
AL 35801
United States
Operating Hours
8:00 AM - 4:30 PM M-TH 8:00 AM - 12:00 PM FRI
Monday - Friday
Phone
256-534-1196
Other Offices
4

ReceiptFinancials

Total AUM
$208.2M
Accounts
619
Discretionary
$208.1M
Accounts
614
Non-Discretionary
$68.1K
Accounts
5

ContactClients

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Individual Clients
112
AUM
$49.1M
HNW Individual Clients
70
AUM
$157.6M
Pension/Profit Sharing Plan Clients
1
AUM
$520.3K
Charitable Organization Clients
1
AUM
$977.9K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCTNTX

HandshakeAffiliates

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

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