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Longview Financial Advisors, LLC

● SEC registered since 2018CRD 291192SEC# 801-112241
Export (members)
Reg. AUM
$351.2M
Employees
2
Accounts
429
Location

Longview Financial Advisors, LLC assets under management

Longview Financial Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $351.2 million in regulatory assets under management and employs 2 people.

Longview Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Colleen Lux Harrington ControlChief Compliance OfficerUnder 5%2024
Timothy Charles Harrington ControlManaging MemberOver 75%2017

Frequently asked questions

How much does Longview Financial Advisors, LLC manage?

Longview Financial Advisors, LLC reports $351.2 million in regulatory assets under management on its Form ADV.

How many employees does Longview Financial Advisors, LLC have?

Longview Financial Advisors, LLC reports 2 employees.

Does Longview Financial Advisors, LLC disclose fund performance?

Longview Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone415-256-7700
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$293.5M
Non-discretionary$57.7M
Total (RAUM)$351.2M