Longview Financial Advisors, Inc.
Firm details
- Headquarters
- Huntsville, Alabama
- CRD number
- 122451
- Registered since
- March 31, 2005
- Website
- longviewfa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.69%
- Individuals23.59%
- Charitable Organizations0.47%
- Pension & Profit Sharing Plans0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Longview Financial Advisors, Inc. is an independent, SEC‑registered advisory firm that serves individuals and families with fee-based planning and portfolio management. The firm charges either a percentage of assets under management or fixed fees and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications, and client education through seminars and workshops. Longview reports being an active ESG investor and was named on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Charles Johnson
Chief Investment OfficerCRD 6899678
Contacts
3 of 4Larry West
Chairman of the BoardCRD 2625178
Phillip Gipner
Financial AdvisorCRD 6307240
Jeffrey Cedarholm
RetiredCRD 4581070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$170M in ETFs
56%
$95.6M
36%
$74.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT) | BlackRock | Passive | Foreign Large Blend | $16.3M | 328,406 | 9.58% |
Location
Huntsville, AL
Madison
Location
Huntsville, AL
Headquartered in Huntsville, AL, anchoring the Huntsville-Decatur, AL metro in the South.
- Metro area
- Huntsville-Decatur, AL
- Region
- South
- County
- Madison
- Address
- 4245 Balmoral Dr Sw
- Time zone
- CT (UTC-6)
- Office locations
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