# Longview Asset Management, LLC Source: https://planprovider.pro/provider/longview-asset-management-llc > Founded in 2002, Longview Asset Management, LLC is a Registered Investment Advisor based in Santa Fe in northern New Mexico, serving clients across the broad… Retirement Plan Advisor Santa Fe, NM ## About Longview Asset Management, LLC

Founded in 2002, Longview Asset Management, LLC is a Registered Investment Advisor based in Santa Fe in northern New Mexico, serving clients across the broader Southwest and beyond. The firm reports $9.4B in assets under management (2026) and is known for long-term investing with an ESG focus.

Longview is a Certified B Corporation, with an operating model that weighs environmental and social responsibility alongside financial results. A key differentiator is its single, proprietary strategy—the Longview Portfolio—used across the firm’s relationships.

Clients include wealthy individuals, families, and charities. Longview emphasizes a disciplined process designed to reduce emotion in investment decisions and keep portfolios aligned with long-range goals for preservation and growth. For retirement plan sponsors, the firm also provides 3(38) investment management support as part of its work as a plan advisor within the wider group of retirement plan providers.

Website: [https://longviewassets.com/](https://longviewassets.com/) Founded: 2002 ## Office Locations - Santa Fe, NM (Headquarters) ## Services Offered - 3(38) Investment Manager ## Client Statistics (2026) - Total Clients: 0 - Total AUM: $9.4B ## Other Retirement Plan Advisors in NM - [Redw Wealth LLC](https://planprovider.pro/provider/redw-wealth-llc) - Albuquerque, NM - [Charles Stephen And Co., Inc.](https://planprovider.pro/provider/charles-stephen-and-co-inc) - Albuquerque, NM [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/longview-asset-management-llc) © 2026 PlanProvider.Pro