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Home > Retirement Planners > alabama > huntsville > LONGVIEW FINANCIAL ADVISORS, INC.
LONGVIEW FINANCIAL ADVISORS, INC.
4245 Balmoral Drive
Suite 306
Huntsville, Alabama 35801
Tel: 256-534-1196
About LONGVIEW FINANCIAL ADVISORS, INC.
LONGVIEW FINANCIAL ADVISORS, INC, formally registered with the SEC as LONGVIEW FINANCIAL ADVISORS, INC. The firm was established in 03/31/2005. They have over 4 offices throughout the country.
LONGVIEW FINANCIAL ADVISORS, INC. is a Huntsville, Alabama based Financial Planning firm with nearly $180,533,743 assets under management, offering retirement planning & investment advisory services to 696 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122451 |
| SEC# | 801-64122 |
| Assets Managed by Firm | $180,533,743 |
| No. of Clients | 696 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 696 | $180,533,743 |
| Individuals (other than high net worth individuals) | 130 | $53,378,251 |
| High net worth individuals | 65 | $127,155,492 |
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