Longview Financial Advisors, LLC

Longview Financial Advisors, LLC (CRD# 291192) is a financial advisory firm headquartered in San Rafael, CA. They manage $318,872,791 in 438 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
4040 Civic Center Drive, Suite 200 Pmb #3420, San Rafael, CA 94903
https://www.longviewfin.com
By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    438
    ACCOUNTS
  • Average Account Value
    $728,020
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NE, NH, NJ, NY, TX

Financial Advisors at Longview Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy Harrington, financial advisor San Rafael CA
Timothy C. Harrington
CRD#: 2595897
4040 Civic Center Drive, Suite 200 Pmb #3420, San Rafael, CA 94903

Timothy Harrington (CRD# 2595897) is an Investment Advisor Representative working at Longview Financial Advisors, LLC in San Rafael, CA and has over 29 years of experience in the finance industry.

2
Colleen Harrington, financial advisor San Rafael CA
Colleen Harrington
CRD#: 7247403
4040 Civic Center Drive, Suite 200 Pmb #3420, San Rafael, CA 94903

Colleen Harrington (CRD# 7247403) is an Investment Advisor Representative working at Longview Financial Advisors, LLC in San Rafael, CA 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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