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LONGVIEW FINANCIAL ADVISORS, LLC
LONGVIEW FINANCIAL ADVISORS, LLC
2 registered advisors
·
CRD# 291192
SEC# 801-112241
2
415-256-7700
01
Firm Overview
AUM
$319M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at LONGVIEW FINANCIAL ADVISORS, LLC
2 registered advisors
Emilie Swayze Zgrajewicz
SAN RAFAEL, California
CRD# 6180688
Timothy Charles Harrington
SAN RAFAEL, California
CRD# 2595897
05
Office Locations
SAN RAFAEL, California
2 advisors
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Data sourced from SEC Form ADV filings. LONGVIEW FINANCIAL ADVISORS, LLC (CRD# 291192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.