Longview, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,857,755
Clients
76
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
76
Very HighAverage account size
$327,076
About
LongView, Inc. provides discretionary investment management and modular financial planning to individual clients as well as trusts, estates, pension and profit-sharing plans, and small business entities. The firm tailors advice to each client’s stated objectives and risk tolerance and offers ongoing monitoring and rebalancing of portfolios.
Its investment process relies on a mix of fundamental, technical and cyclical analysis and can include both long- and short-term positions; suitability information is collected at onboarding to guide portfolio construction under discretionary authority. Custody and trade execution are typically arranged through an institutional broker-dealer relationship, and the firm discloses that it does not aggregate multiple client orders into block trades, which can lead to different execution prices across accounts.
Noteworthy operational features include providing financial planning on an hourly basis and occasionally performing pro bono work, and combining household accounts for advisory arrangements. Persons associated with the firm are licensed to sell insurance and may receive separate commission-based compensation for insurance products, and the firm does not vote client proxies on clients’ behalf.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$0 - $100,000: 1.5% $100,000 - $500,000: 0.9% $500,000+: 0.5%
Insurance commissions earned by persons providing investment advice who are licensed insurance agents, separate and in addition to advisory fees.
$150 per hour with a 5-hour minimum, negotiable based on complexity and scope.
Main office location
Longview, Inc.
740 Florida Central Parkway, Suite 2000
Longwood FL 32750, United States
Number of offices
1
Most active in
Longview, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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