TRIO ADVISORS LONGVIEW LLC

TRIO ADVISORS LONGVIEW LLC of LONGVIEW, TX is an SEC-registered investment adviser (CRD 333333). Regulatory assets under management: $27.3M.

Registration

• CRD: 333333
• Type: Registered investment adviser
• Location: 1500 COLONY CIRCLE, LONGVIEW, TX, 75604
• Phone: 903-759-9858
• Latest filing: 2026-01-15
• Regulatory AUM: $27.3M
• Discretionary AUM: $27.3M
• Clients: 2
• Accounts: 136

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333333 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search