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LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451 · SEC 801-64122
4245 BALMORAL DRIVE, SUITE 306, HUNTSVILLE, AL, 35801, United States
Phone
256-534-1196
Fax
256-539-9529
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$208.2M
Discretionary AUM
$208.1M
Team
7 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $49.1M |
| High net worth individuals | 70 | $157.6M |
States served
AL, GA, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD