Investment adviser · CRD 330827
LONGVIEW FINANCIAL PARTNERS
Investment adviser filing (IA)
LONGVIEW FINANCIALS PARTNERS, LLC
SCOTTSDALE, AZ, United States · Form ADV filed May 15, 2024
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: May 15, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
6720 N SCOTTSDALE RD, STE 110SCOTTSDALE, AZ, 85250, United States
CRD 330827
Filing source
Form ADV 1876626 · May 15, 2024 · 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.