Longview Investment Management

Longview Investment Management (CRD# 300694) is a financial advisory firm headquartered in Fairfax, CA. They manage $55,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8 Bolinas Road, Suite 3e, Fairfax, CA 94930
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $687,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Longview Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Karl Hoagland, financial advisor Larkspur CA
Karl K. Hoagland
CRD#: 2053990
80 East Sir Francis Drake Blvd, Suite 4c, Larkspur, CA 94939

Karl Hoagland (CRD# 2053990) is an Investment Advisor Representative working at Longview Investment Management in Larkspur, CA and has over 33 years 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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