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LONGVIEW ASSET MANAGEMENT, LLC

136 Grant Avenue
Santa Fe, New Mexico 87501
Tel: (505) 988-9555

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About LONGVIEW ASSET MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#122997
SEC#801-79973
Assets Managed by Firm$292,678,145
No. of Clients610
No. of Advisors6

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
  • Other (RETIREMENT PLAN SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total610$292,678,145
Individuals (other than high net worth individuals)187$66,827,000
High net worth individuals70$198,208,690
Charitable organizations6$27,642,455

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