Insights

Sustainable Investment Focus LongView Asset Management’s certification as a B Corporation highlights its commitment to social and environmental responsibility, positioning it as a preferred partner for clients seeking ESG-compliant investment solutions and sustainable wealth management services.

Recent Acquisition Opportunity The acquisition by EP Wealth Advisors indicates active consolidation in the industry, presenting opportunities to explore strategic partnerships, joint ventures, or service integrations with a growing wealth management firm expanding in the Southwest.

Technology Utilization Utilizing diverse tech platforms including React, Google Workspace, and Cloudflare, LongView emphasizes a modern digital approach, providing opportunities to offer technology-driven financial tools or cyber secure solutions to enhance client engagement.

Market Niche & Client Base With a specialized portfolio in educator retirement plans and a focus on personalized, transparent advisory services, there’s potential to develop targeted financial products or consulting services tailored to educational institutions or socially conscious investors.

Financial Growth Potential Generating revenue between 10 and 25 million dollars with a dedicated team, LongView presents an opportunity to introduce scalable financial solutions, advanced analytics, or additional wealth management platforms aimed at mid-sized firms and institutional clients.

LongView Asset Management LLC Tech Stack

LongView Asset Management LLC uses 8 technology products and services including Open Graph, Google Workspace, React, and more. Explore LongView Asset Management LLC's tech stack below.

  • Open Graph
    Content Management System
  • Google Workspace
    Email
  • React
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • YouTube
    Video Players
  • Express
    Web Frameworks
  • Nginx
    Web Servers

LongView Asset Management LLC's Email Address Formats

LongView Asset Management LLC uses at least 1 format(s):
LongView Asset Management LLC Email FormatsExamplePercentage
First@longviewasset.comJohn@longviewasset.com
50%
First@longviewasset.comJohn@longviewasset.com
50%

Frequently Asked Questions

Where is LongView Asset Management LLC's headquarters located?

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LongView Asset Management LLC's main headquarters is located at 136 Grant Avenue Santa fe, New Mexico 87501 United States. The company has employees across 1 continents, including North America.

What is LongView Asset Management LLC's phone number?

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You can contact LongView Asset Management LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LongView Asset Management LLC's official website and social media links?

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LongView Asset Management LLC's official website is longviewasset.com and has social profiles on LinkedIn.

What is LongView Asset Management LLC's SIC code NAICS code?

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LongView Asset Management LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does LongView Asset Management LLC have currently?

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As of March 2026, LongView Asset Management LLC has approximately 2 employees across 1 continents, including North America. Key team members include Co-Founder And President: T. V.Sustainability Manager: L. C.Client Services Manager: M. M.. Explore LongView Asset Management LLC's employee directory with LeadIQ.

What industry does LongView Asset Management LLC belong to?

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LongView Asset Management LLC operates in the Financial Services industry.

What technology does LongView Asset Management LLC use?

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LongView Asset Management LLC's tech stack includes Open GraphGoogle WorkspaceReactjQueryCloudflare Bot ManagementYouTubeExpressNginx.

What is LongView Asset Management LLC's email format?

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LongView Asset Management LLC's email format typically follows the pattern of First@longviewasset.com. Find more LongView Asset Management LLC email formats with LeadIQ.

When was LongView Asset Management LLC founded?

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LongView Asset Management LLC was founded in 2002.

LongView Asset Management LLC

Financial ServicesNew Mexico, United States2-10 Employees

LongView provides sustainable investing and wealth management services for individuals and institutions as well as teacher retirement plan solutions for schools and colleges.

Established in Santa Fe, New Mexico, in 2002 and serving clients around the country, our methodical approach, deep investment experience and close personal attention help clients achieve their goals and make informed financial decisions. As an independent Registered Investment Advisor and fiduciary, our clients' interests are our paramount concern.

LongView is a Certified B Corporation, part of a community of over 2,200 companies in fifty countries that have been recognized for meeting the highest standards of social and environmental performance, transparency, and accountability.

Section iconCompany Overview

Headquarters
136 Grant Avenue Santa fe, New Mexico 87501 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    LongView Asset Management LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    LongView Asset Management LLC's revenue is estimated to be in the range of $10M$25M

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