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Building 2LONGVIEW ASSET MANAGEMENT, LLC

Map pinSANTA FE, NM
Phone(505) 988-9555
NotebookSEC #801-79973
Total AUM
$339.5M
Employees
7
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 GRANT AVENUE
SANTA FE
NM 87501
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(505) 988-9555

ReceiptFinancials

Total AUM
$339.5M
Accounts
574
Discretionary
$339.5M
Accounts
574
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
207
AUM
$78.5M
HNW Individual Clients
68
AUM
$221.9M
Charitable Organization Clients
9
AUM
$39.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLANHNMNYTX

HandshakeAffiliates

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

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