RIA Intel›Advisers›Washington›LONG VIEW FINANCIAL SERVICES, INC

LONG VIEW FINANCIAL SERVICES, INC

Advisory

WA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in WA

#452

of 505 advisers by AUM

Average account

$365K

across 182 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

71 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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PAYSSE JENNISON, INC.

$65M

CONVEXITY WEALTH MANAGEMENT, LLC

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