← Tributary

LONGVIEW FINANCIAL PARTNERS

SCOTTSDALE, AZ · CRD 330827 · IAPD ↗ · 2039131621

$0Regulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
May 2025 — LONGVIEW FINANCIAL PARTNERS (SCOTTSDALE, AZ) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
June 2024 — LONGVIEW FINANCIAL PARTNERS (SCOTTSDALE, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.