← Back to searchVisit website
LONGVIEW FINANCIAL ADVISORS, LLC
CRD 291192 · SEC 801-112241
CA, United States
Phone
415-256-7700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$383.9M
Discretionary AUM
$318.4M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $16.0M |
| High net worth individuals | 72 | $303.0M |
| Pension/profit sharing plans | 2 | $57.6M |
| Charitable organizations | 3 | $6.5M |
| Corporations/business entities | 2 | $697K |
States served
CA, NE, NJ, NY, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD