Longview Investment Management

RIASEC Registered
Total AUM
$73.3M
Discretionary
$73.3M
100% of AUM
Avg account
$2.1M
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
300694
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Longview Investment Management is a small, privately held LLC that provides fee-based portfolio management to individuals, families and small businesses. The firm is owner-operated and bills clients as a percentage of assets under management. Its advisory mandate, as reported, centers on discretionary portfolio management for individual and small-business clients rather than institutional or pension consulting work. The firm is not identified as an active ESG investor and the data does not show affiliations with related advisers or pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 7%, US Government Bonds 4%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents7%
  • US Government Bonds4%

Owners & executives

1 of 1
  • Karl Hoagland

    Karl Hoagland

    Founder and Chief Investment OfficerCRD 2053990

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth