136 Grant Avenue
Santa Fe, New Mexico 87501
Tel: (505) 988-9555
LONGVIEW ASSET MANAGEMENT, LLC, formally registered with the SEC as LONGVIEW ASSET MANAGEMENT, LLC. The firm was established in 06/30/2014. They have over 1 offices throughout the country.
LONGVIEW ASSET MANAGEMENT, LLC is a Santa Fe, New Mexico based Financial Planning firm with nearly $292,678,145 assets under management, offering retirement planning & investment advisory services to 610 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122997 |
SEC# | 801-79973 |
Assets Managed by Firm | $292,678,145 |
No. of Clients | 610 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 610 | $292,678,145 |
Individuals (other than high net worth individuals) | 187 | $66,827,000 |
High net worth individuals | 70 | $198,208,690 |
Charitable organizations | 6 | $27,642,455 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$41,832,394,631 | 750 | 202 | |
$3,279,256,426 | 999 | 26 | |
$1,004,648,408 | 1227 | 14 | |
$758,200,188 | 2212 | 12 | |
$715,145,223 | 1945 | 7 |
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