|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Longview Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 136214 |
| SEC # | 801-64708 |
| CIK # | 0001990190 |
| AUM | $1.1 B (2025-05-09) |
| Employees | 26 (92% Investors, 27% Brokers) |
| Phone | 404-843-3100 |
| Address | 5605 Glenridge Drive Atlanta, GA 30342 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 12.5 | ||
| Apple Inc | 11.8 | ||
| Genuine Parts Co | 10.2 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 4.0 | ||
| Coca Cola Co | 3.5 | ||
| Southern Co | 3.4 | ||
| Aflac Inc | 3.4 | ||
| Nvidia Corp | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 905 | 323.0 |
| (b) Individuals (high net worth individuals) | 316 | 776.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,214 | 1,104.7 |
| By Discretionary | ||
| Discretionary | 3,209 | 1,104.2 |
| Non-Discretionary | 5 | 0.5 |
| Total | 3,214 | 1,104.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 1,102.5 | |
| Total | 3,214 | 1,104.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001990190] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kowal Investment Group LLC
✚
|
WI | 1.1 |
|
The Financial Advisors LLC
✚
|
MA | 1.1 |
|
Crossmark Wealth Management LLC
✚
|
TX | 1.1 |
|
North Pier Fiduciary Management LLC
✚
|
CA | 1.1 |
|
Biondo Investment Advisors LLC
✚
|
PA | 1.1 |
|
Root Financial Partners LLC
✚
|
CA | 1.1 |
|
van Cleef Asset Management Inc
✚
|
OH | 1.1 |
|
Premier Path Wealth Partners LLC
✚
|
NJ | 1.1 |
|
Urban Financial Advisory Corp
✚
|
IL | 1.1 |
|
Greenline Partners LLC
✚
|
NY | 1.1 |