This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CatalystQuantum
- Established Date
- 05-11-2001
- Office Locations
- 1
Office Locations
About Longview Financial, Inc.
Longview Financial Advisors is an independent advisory firm providing financial planning and ongoing portfolio management, including estate and tax planning and insurance guidance. The firm builds allocations using ETFs, mutual funds and fixed income, with annuities and real estate considered where appropriate. Notable for fee transparency and a community-focused culture, including expertise helping clients be more strategic in their charitable giving; custodies with Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL ALAN KINNEBERG
Chief Executive Officer, Director, President
- CRD
- #4476721
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,366,454 | -- |
| Total | $9,366,454 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,366,454
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $828,748,086 | 30.2% |
| Equity - Exchange | $664,096,148 | 24.2% |
| Cash | $595,491,174 | 21.7% |
| Other | $655,863,551 | 23.9% |
| Total | $2,744,198,959 | 100.0% |