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Emilie Swayze Zgrajewicz

LONGVIEW FINANCIAL ADVISORS, LLC·SAN RAFAEL, California
Unclaimed Profile
4040 CIVIC CENTER DRIVE, SAN RAFAEL, CA 94903CRD# 6180688Firm CRD# 291192
01

About

Emilie Swayze Zgrajewicz is a registered financial advisor based in SAN RAFAEL, California, affiliated with LONGVIEW FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LONGVIEW FINANCIAL ADVISORS, LLC
LONGVIEW FINANCIAL ADVISORS, LLC
AUM
$319M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LONGVIEW FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6180688
Firm CRD# 291192
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Emilie Swayze Zgrajewicz offer?
Emilie Swayze Zgrajewicz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN RAFAEL, California for a consultation.
What are Emilie Swayze Zgrajewicz's credentials?
Emilie Swayze Zgrajewicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emilie Swayze Zgrajewicz located?
Emilie Swayze Zgrajewicz is based in SAN RAFAEL, California, working with LONGVIEW FINANCIAL ADVISORS, LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Emilie Swayze Zgrajewicz charge for services?
Emilie Swayze Zgrajewicz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONGVIEW FINANCIAL ADVISORS, LLC?
LONGVIEW FINANCIAL ADVISORS, LLC has approximately 2 employees and manages $319M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LONGVIEW FINANCIAL ADVISORS, LLC

Timothy Charles Harrington
SAN RAFAEL, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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