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Lillia Elizabeth Roy

LONGVIEW ASSET MANAGEMENT, LLC·SANTA FE, New Mexico
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214 MCKENZIE STREET, SANTA FE, NM 87501CRD# 1131706Firm CRD# 122997
01

About

Lillia Elizabeth Roy is a registered financial advisor based in SANTA FE, New Mexico, affiliated with LONGVIEW ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LONGVIEW ASSET MANAGEMENT, LLC
LONGVIEW ASSET MANAGEMENT, LLC
AUM
$293M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LONGVIEW ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1131706
Firm CRD# 122997
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lillia Elizabeth Roy offer?
Lillia Elizabeth Roy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are Lillia Elizabeth Roy's credentials?
Lillia Elizabeth Roy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lillia Elizabeth Roy located?
Lillia Elizabeth Roy is based in SANTA FE, New Mexico, working with LONGVIEW ASSET MANAGEMENT, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Lillia Elizabeth Roy charge for services?
Lillia Elizabeth Roy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONGVIEW ASSET MANAGEMENT, LLC?
LONGVIEW ASSET MANAGEMENT, LLC has approximately 6 employees and manages $293M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Mexico
ALBUQUERQUE (99)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
ALBUQUERQUE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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