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Longview Asset Management, Llc
Santa Fe, New Mexico
5.0
2 Reviews
Longview Asset Management, LLC is a small investment advisory firm based out of Santa Fe, NM, with a strong presence in the financial industry. With 8 dedicated employees, including 4 investment advisors, Longview provides comprehensive investment advisory services to a diverse range of clients. Their team of experienced professionals is committed to helping clients achieve their financial goals.
With an average of approximately $86,240,000 in assets under management per investment advisor, Longview maintains a solid standing within the industry average. Their compensation structure is flexible, offering a variety of options such...see more
Assets Under Mgmt
$239.66M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other: RETIREMENT PLAN SERVICES
Reviews for Longview Asset Management, Llc
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