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TRIO ADVISORS LONGVIEW LLC
CRD 333333
1500 COLONY CIRCLE, LONGVIEW, TX, 75604, United States
Phone
903-759-9858
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.3M
Discretionary AUM
$27.3M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $14.8M |
| High net worth individuals | 9 | $12.5M |
All web addresses on file
Official SEC filing: View on IAPD