Longview Financial Advisors, Inc.
Huntsville, Alabama
Longview Financial Advisors, Inc. is a small investment advisory firm based out of Huntsville, AL. With 7 dedicated employees, a small percentage of their team provides comprehensive investment advisory services to their clientele. They have built a reputation for their expertise in managing assets, averaging approximately $97,590,000 in assets under management per investment advisor, which aligns with the industry average. Longview Financial Advisors, Inc. caters to over 140 individual clients, with an impressive $171,154,000 in assets under management. Their clientele primarily consists of high net worth individuals, reflecting...
See more
Loading...

Assets Under Mgmt

$171.15M

Investment Professionals

1

Locations

0

% 401K & Individual

28%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.