L
CRD: 139727
Long View Financial Services, INC
$66.3M Total AUM
$66.3M Disc. AUM
-- 3Y CAGR
2 Employees
71 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest oakWave
- Established Date
- 09-19-2006
- Office Locations
- 1
Office Locations
-- Spokane WA
About Long View Financial Services, INC
Long View Financial Services, Inc. is a Spokane, WA-based RIA serving retail investors with integrated financial planning and portfolio management, including retirement planning, tax and estate strategy, charitable giving, and insurance guidance. Portfolios emphasize diversified allocations using ETFs and public funds with a risk-management lens. Custodies assets with Charles Schwab & Co.
Team overview
-- AVG AGE
$66.3M AVG AUM / ADVISOR
$934.5K AVG AUM / CLIENT
11 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Wave Ember meridian
Custodian
Atlas zenith Optima Radial element Value Prime vector Ridge
Investment Themes
Zenith Capital Crest oak
Investment Vehicles
Vector Atlas crest
Platform
Catalyst focus
Services
Matrix Eagle Pioneer Alpha crest Unison Glacier zenith North
Technology
Radial north North
Owner & Executives
GARY DWAYNE LEE
Owner
- CRD
- #1242630
- Ownership
- 50% but less than 75%
(500) 266-2896
vertex.element@focuscapital.com
in linkedin.com/in/eagle-delta
C
Catherine Lynn Lee
--
- CRD
- --
- Ownership
- 25% but less than 50%
(393) 578-9514
north.quantum@vectorcapital.com
in linkedin.com/in/insight-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,346,429 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,346,429 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,346,429
Public Funds:
42.1% Equity - Exchange:
12.5% Cash:
45.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,051,042,521 | 42.1% |
| Equity - Exchange | $608,979,371 | 12.5% |
| Cash | $2,211,813,074 | 45.4% |
| Total | $4,871,834,966 | 100.0% |