Longview Financial, Inc.

Overview

Longview Financial, Inc. operates as an independent registered investment advisor, focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. While it does not engage in capital allocation or operate as a multi-state adviser, it serves a client base that includes individuals and families. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices