Overview
Assets Under Management: $293 million
Headquarters: SANTA FE, NM
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 610
Discretionary Accounts: 610
Regulatory Filings
CRD Number: 122997
Last Filing Date: 2024-03-28 00:00:00
Website: https://longviewasset.com