Longview Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 291192
- Registered since
- January 5, 2018
- Website
- www.longviewfin.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS INVESTMENT ADVISORS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.93%
- Pension & Profit Sharing Plans15.01%
- Individuals4.18%
- Charitable Organizations1.7%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Longview Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual and family clients as well as institutional relationships and charges fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Longview is not identified as an active ESG investor.
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 Funds51%
- Exchange Traded Equities47%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Timothy Harrington
FounderCRD 2595897
Colleen Harrington
Associate Financial PlannerCRD 7247403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 118Active vs passive
$197M in ETFs
38%
$74.3M
61%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $31.3M | 704,896 | 15.86% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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