Northview Advisors LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
9
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 appears in FINTRX as SEC-registered in 2023. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in the dataset as "Unclassified." FINTRX flags indicate Northview does not operate as a capital allocator, is not active on ESG investing, is not a pension consultant, and is not identified as a related adviser. The record also marks the adviser as not being a multi-state adviser and not newly formed despite the recent SEC registration year. The firm has not provided descriptive details about its business activities, advisory services, client base, or fee structure in the available FINTRX entry, so public-facing information about investment focus, target clients, or service model is not recorded in this dataset.

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 9
  • Deborah Agerton

    FinOpCRD 4460597

  • John Lindquist

    John Lindquist

    PrincipalCRD 1557994

  • Samuel Granett

    Samuel Granett

    ChairmanCRD 1576291

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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