Longview Financial Advisors, LLC
● SEC registered since 2018CRD 291192SEC# 801-112241
Reg. AUM
$383.9M
Employees
2
Accounts
422
Location
—
Longview Financial Advisors, LLC assets under management
Longview Financial Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $383.9 million in regulatory assets under management and employs 2 people.
Longview Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colleen Lux Harrington Control | Chief Compliance Officer | Under 5% | 2024 |
| Timothy Charles Harrington Control | Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Longview Financial Advisors, LLC manage?
Longview Financial Advisors, LLC reports $383.9 million in regulatory assets under management on its Form ADV.
How many employees does Longview Financial Advisors, LLC have?
Longview Financial Advisors, LLC reports 2 employees.
Does Longview Financial Advisors, LLC disclose fund performance?
Longview Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-256-7700 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$383.9M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$383.9Mregulatory AUM
Discretionary $318.4MNon-discretionary $65.5M