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 registered with the SEC as of 2023. FINTRX identifies the firm’s ownership as a combination of a domestic entity and an individual. The platform classifies the adviser as “Unclassified,” and the profile does not show the firm operating as a capital allocator or providing pension consulting services. The firm is not flagged as an active ESG investor, is not designated a multi-state adviser on FINTRX, and is not listed as a related adviser. Several typical profile fields (client base, fee structure, business activities, advisory activities) are not populated in the source data.

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

    Senior Managing DirectorCRD 4547070

  • JAMES SCHROEDER

    Senior Managing DirectorCRD 5656031

  • Joseph Ethridge

    Director - Business DevelopmentCRD 7198755

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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