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LONGVIEW FINANCIAL ADVISORS, INC.

4245 Balmoral Drive
Suite 306
Huntsville, Alabama 35801
Tel: 256-534-1196

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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 StatusApproved
Firm CRD#122451
SEC#801-64122
Assets Managed by Firm$180,533,743
No. of Clients696
No. of Advisors6

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 ClientsAUM
Firm Total696$180,533,743
Individuals (other than high net worth individuals)130$53,378,251
High net worth individuals65$127,155,492

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HARBERT FUND ADVISORS, INC.
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VULCAN VALUE PARTNERS LLC
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