Overview
Assets Under Management: $124 million
High-Net-Worth Clients: 32
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.62
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 144
Discretionary Accounts: 142
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 139489
Last Filing Date: 2025-01-16 00:00:00
Website: https://longviewwealth.com