Northview Advisors LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
323786
Registered since
September 1, 2023

Firm profile

FINTRX

Overview

Northview Advisors LLC is organized as a limited liability company and is listed in FINTRX as having SEC registration in 2023. Ownership is indicated as a combination of a domestic entity and an individual, and the firm is categorized as "Unclassified" in the snapshot data. The firm’s public profile in FINTRX is minimal. It is not identified as a capital allocator, is not flagged as an active ESG investor, and the snapshot marks it as not a multi-state adviser, not a pension consultant, and not a related adviser. Key operational details such as fee structure, advisory activities, business lines and client base are not populated in the available record.

Assets & Accounts

Location & Offices

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

Contacts

3 of 8
  • Paul Gorski

    Paul Gorski

    Senior Managing DirectorCRD 4547070

  • James Schroeder

    James Schroeder

    Senior Managing DirectorCRD 5656031

  • Joseph Ethridge

    Joseph Ethridge

    Director - Business DevelopmentCRD 7198755

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
300 Cole St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth