Longview Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 300694
- Website
- www.longviewinv.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Longview Investment Management is a small, privately held LLC that provides fee-based portfolio management to individuals, families and small businesses. The firm is owner-operated and bills clients as a percentage of assets under management. Its advisory mandate, as reported, centers on discretionary portfolio management for individual and small-business clients rather than institutional or pension consulting work. The firm is not identified as an active ESG investor and the data does not show affiliations with related advisers or pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities89%
- Cash & Cash Equivalents7%
- US Government Bonds4%
Owners & executives
1 of 1
Karl Hoagland
Founder and Chief Investment OfficerCRD 2053990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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