LONGVIEW FINANCIAL ADVISORS, INC.
SEC RegisteredAbout the firm
At Longview Financial Advisors, we believe in building a partnership, serving as your independent financial advisory team, placing your interests before our own, being transparent about what you pay and how we get paid, and providing an exceptional service experience that allows us to not only be reactive to your requests, but proactive to your needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 112 | $49M |
| High Net Worth Individuals | 70 | $158M |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,001-1,999,999 | 0.85% |
| $2,000,000-$2,999,999 | 0.75% |
| $3,000,000-$4,999,999 | 0.65% |
| $5,000,000 and over | 0.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LONGVIEW FINANCIAL ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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