Longview Wealth Management
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 136214
- Registered since
- September 19, 2005
- 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
FINTRXOverview
Longview Wealth Management is an independent, individual-owned registered investment adviser that has been SEC-registered since 2005. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Longview also maintains broker-dealer registered representative and insurance broker activities and provides a range of advisory services: financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting services, and selection of other advisers. Longview does not list active ESG investing as part of its stated approach.
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 Funds78%
- Exchange Traded Equities11%
- Cash & Cash Equivalents10%
- Private Funds1%
Owners & executives
3 of 3
John Hayes
Chief Compliance OfficerCRD 5138331
Larry Fisher
Chief Executive OfficerCRD 1211074
Chason McKay
Client Services CoordinatorCRD 6808308
Contacts
3 of 10
Sara Mcintosh
Financial AdvisorCRD 5803325
Jessica Engebretsen
Financial AdvisorCRD 5900662
Ralph Lancaster
Financial AdvisorCRD 4413240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 193Active vs passive
$404M in ETFs
47%
$191M
44%
$214M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $21.7M | 667,536 | 5.37% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 5605 Glenridge Dr
- Time zone
- ET (UTC-5)
- Office locations
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