4245 Balmoral Drive
Suite 306
Huntsville, Alabama 35801
Tel: 256-534-1196
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,574,716,836 | 61 | 19 | |
$16,990,335,269 | 2 | 29 | |
$14,539,829,905 | 22135 | 261 | |
$8,110,107,935 | 50 | 167 | |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $7,878,130,018 | 367 | 42 |
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