Glenview Wealth LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 328073
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Glenview Wealth LLC is an independently owned registered investment adviser organized as an LLC and registered in New York. The firm focuses on financial planning services for individual and family clients and reports a fee model built around hourly and fixed fees rather than AUM-based billing. It does not position itself as a capital allocator, pension consultant, related adviser, or an active ESG investor, and it does not identify as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Jenny Chung
Managing MemberCRD 3083228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 27 W 60th St
- Time zone
- ET (UTC-5)
- Office locations
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