$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-30-2019
- Office Locations
- 1
Office Locations
-- Omaha NE
About Longview Investment Management LLC
LongView Investment Management is an independent, fee-only RIA in Omaha providing financial planning and investment management for young professionals, families, business owners, retirees, and institutions. Portfolios are built to match each client’s plan using a disciplined, tax- and fee-aware approach. Engagement is flexible with transparent pricing, and the firm custodies assets at Schwab.
Team overview
39 AVG AGE
$8.5M AVG AUM / ADVISOR
$228.9K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JASON ALAN WILLIAMS
Analyst, Chief Compliance Officer
- CRD
- #5080241
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,468,475 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,468,475 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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