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
Longview Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management319MILLION
-
Total Number of Accounts438ACCOUNTS
-
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
Registered Investment Advisor
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
1
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 (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.
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