Northview Advisors LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 323786
- Registered since
- September 1, 2023
- Website
- northview-advisors.com
Firm profile
FINTRXOverview
Northview Advisors LLC is organized as a limited liability company with an ownership mix that includes a domestic corporate entity and an individual. Public-facing disclosures for the firm are sparse: its internal classification is listed as "unclassified" and there is no substantive description of its client segments, fee schedules, or the specific advisory services it provides in the supplied data. The profile therefore reflects limited transparency about the firm’s investment approach or target clientele.
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
3 of 9Deborah Agerton
FinOpCRD 4460597

John Lindquist
PrincipalCRD 1557994

Samuel Granett
ChairmanCRD 1576291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 300 Cole St
- Time zone
- CT (UTC-6)
- Office locations
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