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LONGVIEW, INC.
CRD 142050
740 FLORIDA CENTRAL PARKWAY, SUITE 2000, LONGWOOD, FL, 32750, United States
Phone
407-260-6999
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.9M
Discretionary AUM
$24.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $19.9M |
All web addresses on file
Official SEC filing: View on IAPD