Longview Financial Advisors, LLC

EST. AUM
$383,874,981

CONTACTS

CLIENT ACCOUNTS
422

Firm Details

Metro area San Francisco
CRD Number 291192
Website apellawealth.com
Client types

Overview

Longview Financial Advisors, LLC is an SEC-registered investment adviser headquartered in San Rafael, California. The firm provides wealth management through integrated financial planning and investment management services. Its evidence-based investment philosophy emphasizes academic research, low-cost funds, tax-efficient portfolio management, retirement planning, trust management, and long-term client relationships. The firm primarily serves high-net-worth individuals, families, and trusts.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Longview Financial Advisors, LLC

Platform Details

Investment Preferences

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