Northview Advisors LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 323786
- Registered since
- September 1, 2023
Firm profile
FINTRXOverview
Northview Advisors LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser (registration year listed as 2023). Ownership is recorded as a combination of a domestic entity and an individual. The firm's record is categorized as unclassified and it is not identified in the dataset as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Publicly available entry fields in FINTRX do not include a breakdown of the firm's advisory activities, client segments, or fee schedule, so there is limited visibility into Northview's target clients, service model, or investment process from this source.
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 8
Paul Gorski
Senior Managing DirectorCRD 4547070

James Schroeder
Senior Managing DirectorCRD 5656031

Joseph Ethridge
Director - Business DevelopmentCRD 7198755
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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