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Longvue Advisors LLC (Boston)


Longvue Advisors LLC is a large advisory firm based in Boston. It manages $583.53 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Massachusetts, and New York.

Longvue Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Longvue Advisors: assets under management

The assets under management (AUM) of Longvue Advisors LLC is $583.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 826% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $583.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Longvue Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Longvue Advisors LLC performs its advisory services is located at 535 Boylston Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-424-5800 or by fax 617-424-5887. The normal business hours are 8:30am - 5:00pm on Monday - Friday.


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