Northview Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
323786
Registered since
September 1, 2023

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Deborah Agerton

    FinOpCRD 4460597

  • John Lindquist

    John Lindquist

    PrincipalCRD 1557994

  • Samuel Granett

    Samuel Granett

    ChairmanCRD 1576291

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth