Emily
Estes
Longview Asset Management, LLC
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About this Advisor
Emily Estes is a financial advisor based in Santa Fe, New Mexico, working with Longview Asset Management, LLC. Emily has previously held positions at Pruco Securities LLC, Bankers Life And Casualty, Rti International, Young Rembrandts, Retail Data LLC, Ski Santa Fe, Santa Fe Children's Museum, Longview Asset Management LLC, and Hotel St. Francis - Heritage Hotels & Resorts. Emily has passed the Series 66 regulatory exam and is registered to provide services in New Mexico. Currently, Emily is part of Longview Asset Management, LLC, which operates out of Santa Fe, New Mexico. The firm has 6 employees and manages assets totaling $292.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Longview Asset Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Longview Asset Management, LLC Brokerage Details
$292,678,145
6
610
$479,800
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Emily Estes Work History
Longview Asset Management LLC
Hotel St. Francis - Heritage Hotels & Resorts
Pruco Securities LLC
Bankers Life And Casualty
Rti International
Young Rembrandts
Retail Data LLC
Ski Santa Fe
Santa Fe Children'S Museum
Disclosures
Please visit the SEC profile of Emily Estes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Longview Asset Management, LLC
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
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