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Building 2LONGVIEW WEALTH MANAGEMENT

Map pinATLANTA, GA
Phone404-843-3100
NotebookSEC #801-64708
Total AUM
$1.2B
Employees
24
Clients
1,187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5605 GLENRIDGE DRIVE
SUITE 300
ATLANTA
GA 30342
United States
Operating Hours
8:30AM TO 5PM
Monday - Friday
Phone
404-843-3100
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
3,002
Discretionary
$1.2B
Accounts
2,999
Non-Discretionary
$188.5K
Accounts
3

ContactClients

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Individual Clients
878
AUM
$348M
HNW Individual Clients
295
AUM
$800.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
1
AUM
$147.7K
Corporation or Business Clients
12
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAILLAMDMIMONCNENJNYOHOKPASCTNTXUTVA

HandshakeAffiliates

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

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