Longview Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 291192
- Registered since
- January 5, 2018
- Website
- www.longviewfin.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS INVESTMENT ADVISORS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.93%
- Pension & Profit Sharing Plans15.01%
- Individuals4.18%
- Charitable Organizations1.7%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Longview Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2018. The firm is owned by an individual and bills clients on a percentage-of-assets basis. Its reported clientele spans individual and family investors as well as institutional and business relationships. Core service lines disclosed on regulatory filings include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Filings indicate the firm does not position itself as a capital allocator and does not identify as an active ESG investor.
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 Funds51%
- Exchange Traded Equities47%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Timothy Harrington
FounderCRD 2595897
Colleen Harrington
Associate Financial PlannerCRD 7247403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$179M in ETFs
40%
$70.6M
61%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $27.1M | 697,083 | 15.16% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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