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LONE VIEW CAPITAL
11611 San Vicente Blvd
Suite 910
Los Angeles, California 90049
Tel: 310-424-4660
About LONE VIEW CAPITAL
LONE VIEW CAPITAL, formally registered with the SEC as LONE VIEW CAPITAL. The firm was established in 06/13/2022. They have over 1 offices throughout the country.
LONE VIEW CAPITAL is a Los Angeles, California based Financial Planning firm with nearly $1,071,920,053 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321209 |
| SEC# | 801-125878 |
| Assets Managed by Firm | $1,071,920,053 |
| No. of Clients | 5 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $1,071,920,053 |
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