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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Longview Financial Advisors LLC
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|---|---|
| CRD # | 291192 |
| SEC # | 801-112241 |
| CIK # | 0001786915, 0002076077 |
| AUM | $351.2 M (2025-04-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-256-7700 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 1.2 | ||
| Wal Mart Stores Inc | 0.5 | ||
| Gallagher Arthur J & Co | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 19.7 |
| (b) Individuals (high net worth individuals) | 72 | 275.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 49.6 |
| (h) Charitable organizations | 3 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 351.2 |
| By Discretionary | ||
| Discretionary | 422 | 293.5 |
| Non-Discretionary | 7 | 57.7 |
| Total | 429 | 351.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 349.0 | |
| Total | 429 | 351.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001786915] | |
| 13F-HR | [0002076077] |
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