Longview Asset Management, LLC

Longview Asset Management, LLC (CRD# 122997) is a financial advisory firm headquartered in Santa Fe, NM. They manage $292,678,145 in 610 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
136 Grant Avenue, Santa Fe, NM 87501
https://www.facebook.com/longviewasset
By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $479,800
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, LA, NH, NM, NY, TX

Financial Advisors at Longview Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Cantor, financial advisor Santa Fe NM
David A. Cantor
CRD#: 1237872
136 Grant Avenue, Santa Fe, NM 87501

David Cantor (CRD# 1237872) is an Investment Advisor and Principal at Longview Asset Management, LLC in Santa Fe, NM. He has over 30 years of experience in the finance industry. LongView provides wealth managment and financial planning services for individuals and endowments with a focus on sustainable investments.

www.longviewasset.com

(505) 988-9555

2
Harlan Flint, financial advisor Santa Fe NM
Harlan M. Flint
CRD#: 1263261
136 Grant Avenue, Santa Fe, NM 87501

Harlan Flint (CRD# 1263261) is an Investment Advisor Representative working at Longview Asset Management, LLC in Santa Fe, NM and has over 39 years of experience in the finance industry.

3
Emily Estes, financial advisor Santa Fe NM
Emily P. Estes
CRD#: 7513607
136 Grant Avenue, Santa Fe, NM 87501

Emily Estes (CRD# 7513607) is an Investment Advisor Representative working at Longview Asset Management, LLC in Santa Fe, NM and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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