Longview Financial Advisors
California
Registered In
06/23/1998
Incorp. Date
Company Summary
Longview Financial Advisors at 245 Golf Links St, Pleasant Hill, Ca 94523 lists Wayne Fitzpatrick of Pleasant Hill, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Terminated
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Leonard A Gross
Individual Agent
|
1999 HARRISON ST STE 1650, OAKLAND, CA 94612
|
|
|
Wayne Fitzpatrick
CEO
|
245 GOLF LINKS ST, PLEASANT HILL, CA 94523
|
|
245 GOLF LINKS ST, PLEASANT HILL, CA 94523
View Map
|
|
|
P O BX 23617, PLEASANT HILL, CA 94523
(Mailing)
View Map
|
Financial Information for Longview Financial Advisors
Form 5500
LONGVIEW FINANCIAL ADVISORS, LLC
4040 Civic Center Drive Suite 200 Pmb #3420, San Rafael, Ca 94903 (415) 256-7700 EIN:82-3131658 Plan Admin:Timothy Harrington| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLONGVIEW FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$473,000 / $493,434 | 2022 | LONGVIEW FINANCIAL ADVISORS 401(K) PLAN - Plan #001 | 3 / 3 | $473,000 / $493,434 |
| 2021 | Plan NameLONGVIEW FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$304,076 / $473,000 | 2021 | LONGVIEW FINANCIAL ADVISORS 401(K) PLAN - Plan #001 | 2 / 3 | $304,076 / $473,000 |
| 2020 | Plan NameLONGVIEW FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$161,563 / $304,076 | 2020 | LONGVIEW FINANCIAL ADVISORS 401(K) PLAN - Plan #001 | 2 / 2 | $161,563 / $304,076 |
| 2019 | Plan NameLONGVIEW FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$37,412 / $161,563 | 2019 | LONGVIEW FINANCIAL ADVISORS 401(K) PLAN - Plan #001 | 2 / 2 | $37,412 / $161,563 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
|
Longview Financial Advisors LLC
Registered in New Jersey
|
View Report | ||
|
Longview Financial Advisors, Inc.
Registered in Pennsylvania
|
King of Prussia, PA | View Report | |
|
Longview Financial Advisors, LLC
Registered in California
|
Bernardsville, NJ San Rafael, CA (1 more) | View Report | |
|
Longview Financial Advisors, Inc.
Registered in Alabama
|
Huntsville, AL | View Report | |
|
Longview Financial Advisors, L.L.C.
Registered in Alabama
|
View Report |
Address Match:245 Golf Links St Pleasant Hill, CA
|
Active Formulations Incorporated
Registered in California
|
Antioch, CA Pleasant Hill, CA | View Report |
Person/City Match:Leonard A Gross - Oakland, CA
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States