LONGVIEW FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- HUNTSVILLE, Alabama
- CRD number
- 122451
- Registered since
- March 31, 2005
- Website
- longviewfa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.69%
- Individuals23.59%
- Charitable Organizations0.47%
- Pension & Profit Sharing Plans0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Longview Financial Advisors, Inc. is an independent registered investment adviser established and SEC-registered in 2005. The firm is individually owned and focuses on serving individuals and families through fee-based financial planning and portfolio management. Its revenue model combines a percentage-of-AUM fee with fixed-fee engagements. Advisory services extend to financial planning, portfolio management for individuals and small businesses, pension consulting, the publication of periodic newsletters, and educational seminars and workshops. Longview identifies as an active ESG investor and was recognized by FA Magazine in 2020 on a Top RIA Firms list. The firm does not act as a capital allocator or operate a related adviser vehicle.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Charles Johnson
Chief Investment OfficerCRD 6899678
Contacts
3 of 4LARRY WEST
Chairman of the BoardCRD 2625178
PHILLIP GIPNER
Financial AdvisorCRD 6307240
JEFFREY CEDARHOLM
RetiredCRD 4581070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$160M in ETFs
56%
$89.2M
37%
$71M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT) | BlackRock | Passive | Foreign Large Blend | $14.9M | 323,061 | 9.32% |
Location
HUNTSVILLE, AL
MADISON
Location
HUNTSVILLE, AL
Headquartered in HUNTSVILLE, AL, anchoring the Huntsville-Decatur, AL metro in the South.
- Metro area
- Huntsville-Decatur, AL
- Region
- South
- County
- MADISON
- Address
- 4245 Balmoral Dr SW
- Time zone
- CT (UTC-6)
- Office locations
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