· 2022–2024 · DOL EFAST2
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Longview Financial Advisors — Form 5500 Service Provider Profile | Form 5500 Search
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Longview Financial Advisors
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
33,913
Total plan assets
$6.6B
Filings (rows)
1
Direct comp
$20K
Indirect comp
$0
Showing only "LONGVIEW FINANCIAL ADVISORS"
View all 2 variants aggregated →
LONGVIEW FINANCIAL ADVISORS LL
3
LONGVIEW FINANCIAL ADVISORS
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
The Charles Schwab Corporation
Schwabplan Retirement Savings and Investment Plan ·
all filings
WESTLAKE, TX
Advisor / Consultant
33,913
$6.6B
$20K
$0