LONGVIEW WEALTH MANAGEMENT

5605 Glenridge Drive
Suite 300
Atlanta, Georgia 30342
Tel: 404-843-3100

About LONGVIEW WEALTH MANAGEMENT

LONGVIEW WEALTH MANAGEMENT, formally registered with the SEC as LONGVIEW WEALTH MANAGEMENT. The firm was established in 09/19/2005. They have over 3 offices throughout the country.

LONGVIEW WEALTH MANAGEMENT is a Atlanta, Georgia based Financial Planning firm with nearly $986,754,089 assets under management, offering retirement planning & investment advisory services to 3074 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136214
SEC#	801-64708
Assets Managed by Firm	$986,754,089
No. of Clients	3074
No. of Advisors	26

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3074	$986,754,089
Individuals (other than high net worth individuals)	826	$268,293,095
High net worth individuals	310	$717,204,991
Pension and profit sharing plans	Fewer than 5 clients	$379,141
Corporations or other businesses	7	$876,862

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