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 and appears in FINTRX as SEC-registered in 2023. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in the dataset as "Unclassified." FINTRX flags indicate Northview does not operate as a capital allocator, is not active on ESG investing, is not a pension consultant, and is not identified as a related adviser. The record also marks the adviser as not being a multi-state adviser and not newly formed despite the recent SEC registration year. The firm has not provided descriptive details about its business activities, advisory services, client base, or fee structure in the available FINTRX entry, so public-facing information about investment focus, target clients, or service model is not recorded in this dataset.
Assets & Accounts
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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