LONGVIEW WEALTH MANAGEMENT

RIASEC RegisteredEst. 2005

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$384K

Accounts

3,002

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 136214
Registered since: September 19, 2005
Website: www.longviewwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.39%
Individuals30.16%
Corporations / Businesses0.34%
Pension & Profit Sharing Plans0.09%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Longview Wealth Management is an independent, privately owned registered investment adviser that has been SEC-registered since 2005. The firm serves both individual and family clients as well as institutional relationships, and acts as a capital allocator that selects outside managers when appropriate. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Beyond advisory services, Longview operates as a registered representative of a broker-dealer and as an insurance broker. Services listed on the firm’s ADV cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-style services, and the selection of other advisers. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the snapshot provided.