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LONGVIEW WEALTH MANAGEMENT, INC.
LONGVIEW WEALTH MANAGEMENT, INC.
LONGVIEW WEALTH MANAGEMENT
ATLANTA, Georgia
·
5 registered advisors
·
CRD# 136214
SEC# 801-64708
2
404-843-3100
01
Firm Overview
AUM
$987M
Regulatory assets under management
Employees
26
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LONGVIEW WEALTH MANAGEMENT, INC.
5 registered advisors
Catherine Suits Bolton
ATLANTA, Georgia
CRD# 4207389
Jennifer Hanes Stewart
ATLANTA, Georgia
CFP
CRD# 4671629
John Henry Hayes
ATLANTA, Georgia
CRD# 5138331
Larry Quinton Fisher
ATLANTA, Georgia
CRD# 1211074
Wesley Dean Bigler
ATLANTA, Georgia
CFP
CRD# 1081979
05
Office Locations
ATLANTA, Georgia
5 advisors
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Data sourced from SEC Form ADV filings. LONGVIEW WEALTH MANAGEMENT, INC. (CRD# 136214) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.