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MOUNTAIN VIEW FINANCIAL ADVISORS

NV PROP HOLDINGS LLC

CRD 297765

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$73.6M

Discretionary AUM

$73.6M

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

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  • SEC IAPD

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck

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Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals91$19.4M
High net worth individuals22$48.9M
Pension/profit sharing plans7$4.9M
Charitable organizations2$494K

All web addresses on file

Official SEC filing: View on IAPD