Summary
Longview Wealth Management
Founded in 1978
Description
LongView Wealth Management is a fee-based personal wealth management firm based in Atlanta, Georgia. With over 35 years of experience, we provide personalized solutions for individuals and small businesses to help them achieve financial security and we...
Strengths
- Longview Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Weaknesses
- Since Longview Wealth Management was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Longview Wealth Management's annual revenue
$5353000
Based on Kona Equity data
-
Revenue per employee
$223042
-
Annual revenue growth since founding
$121659
Employee Count
24 employees
Executives
Sarah Clayton
Client Services Coordinator
s**@longviewwealthmanagement.comJessica Engebretsen
Financial Advisor
j**@longviewwealthmanagement.comPhone Finance
Chief Executive Officer
p**@longviewwealthmanagement.comJohn Hayes
Chief Compliance Officer
j**@longviewwealthmanagement.comJoey Lancaster
Senior Advisor
j**@longviewwealthmanagement.comWesley Bigler
Chief Executive Officer
w**@longviewwealthmanagement.comCatherine Bolton
Chief Compliance Officer & Manager, Finance
c**@longviewwealthmanagement.comKelly Hale
Financial Advisor
k**@longviewwealthmanagement.comMary Ferguson
Client Services Coordinator
m**@longviewwealthmanagement.comVernon Bass
Certified Financial Planner
v**@longviewwealthmanagement.comG Score - 2
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
Location
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Key Information
- Name: Longview Wealth Management
- Category: Investment management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 2 Founded in 1978 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523
Frequently Asked Questions
Longview Wealth Management's headquarters are located at 5605 Glenridge Dr Ste 300 Atlanta, GA 30342.
Longview Wealth Management's official website is longviewwealthmanagement.com
Longview Wealth Management's annual revenue is $5.4 M.
Longview Wealth Management's SIC: 62; 628
Longview Wealth Management's NAICS: 52; 523.
Longview Wealth Management has 24 employees
Longview Wealth Management is in the industry of Investment management.
