Emily
Estes
Longview Asset Management, LLC
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About this Advisor
Emily Estes is a financial advisor who works out of Santa Fe, New Mexico with a total of 1 year of relevant experience. Estes is currently employed by Longview Asset Management, LLC. Throughout their career, Estes has worked at Pruco Securities LLC, Bankers Life And Casualty, Rti International, Young Rembrandts, Retail Data LLC, Ski Santa Fe, Santa Fe Children'S Museum, Valley Pizza LLC, Study Abroad Ambassadorship, Longview Asset Management LLC and Hotel St. Francis - Heritage Hotels & Resorts. Estes maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New Mexico. Longview Asset Management, LLC is a firm operating out of Santa Fe, NM. The company has a total of eight advisors. It oversees $240 million in total assets between its 552 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 552 accounts, 22% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types billed by Longview Asset Management, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Longview Asset Management, LLC Brokerage Details
$239,655,567
8
552
$434,159
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
Emily has been registered as a financial advisor for 1 years.*
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
Valley Pizza LLC
Study Abroad Ambassadorship
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Santa Fe, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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