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CRD#: 323786
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for NORTHVIEW ADVISORS LLC Comes From
Understanding the Statistics for NORTHVIEW ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
300 Cole St, Austin, TX 78737
Mailing Address
300 Cole St, Austin, TX 78737
Firm Size
Small
Phone Number
(512) 599-1766
Established
Texas since 12/19/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at NORTHVIEW ADVISORS LLC
JL
John Gerard Lindquist
IAR
RR
CRD#: 1557994
Location:
Austin, TX
Company:
WORLD EQUITY GROUP, INC.
Disclosures:
Experience:
38 years
MH
Mark Reed Hoy
RR
CRD#: 1538332
Location:
Austin, TX
Company:
NORTHVIEW ADVISORS LLC
Disclosures:
Experience:
7 years
SG
Samuel Ray Granett
RR
CRD#: 1576291
Location:
Austin, TX
Company:
NORTHVIEW ADVISORS LLC
Disclosures:
Experience:
39 years
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