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| Keyboard |
| Longview Financial Advisors LLC
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|---|---|
| CRD # | 291192 |
| SEC # | 801-112241 |
| CIK # | 0001786915, 0002076077 |
| AUM | 383.9 M (2026-05-06) |
| 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 | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 16.0 |
| (b) Individuals (high net worth individuals) | 72 | 303.0 |
| (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 | 2 | 57.6 |
| (h) Charitable organizations | 3 | 6.5 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 422 | 383.9 |
| By Discretionary | ||
| Discretionary | 417 | 318.4 |
| Non-Discretionary | 5 | 65.5 |
| Total | 422 | 383.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 381.5 | |
| Total | 422 | 383.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001786915] | |
| 13F-HR | [0002076077] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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