Investment adviser · CRD 158001

LONGVIEW FINANCIAL ADVISORS, LLC

Investment adviser filing (IA)

KING OF PRUSSIA, PA, United States · Form ADV filed Mar 20, 2013

Regulatory AUM
$102M
Form ADV · Item 5.F
Client accounts
141
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1021 W. 8TH AVENUE
KING OF PRUSSIA, PA, 19406, United States

CRD 158001

Filing source

Form ADV 717781 · Mar 20, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.