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 appears as an SEC-registered limited liability company that first registered in 2023. The firm is listed as owned by a domestic entity and an individual and is categorized in the snapshot as “unclassified.” The firm’s filing flags that it is not a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and not registered as a multi-state adviser. The public snapshot does not provide descriptions of the firm’s business activities, advisory services, fee schedule, or target client segments. Filings therefore offer limited insight into client types, investment philosophy, or service model.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth