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| Sound View Wealth Advisors Group LLC
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|---|---|
| CRD # | 300927 |
| SEC # | 801-114892 |
| CIK # | 0001784777, 0001767243 |
| AUM | $1.6 BB (2024-03-28) |
| Employees | 17 (47% Investors, 6% Brokers) |
| Phone | 912-239-4630 |
| Address | 1 Skidaway Village Walk Savannah, GA 31411 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 48.1 | |
| MSFT | 1,918,222.4 | 34.5 | |
| LLY | 301,789.7 | 24.1 | |
| NVDA | 399,550.0 | 22.8 | |
| AMZN | 1,092,997.8 | 13.8 | |
| PG | 338,108.9 | 13.5 | |
| JNJ | 465,600.2 | 11.4 | |
| JPM | 340,169.2 | 11.4 | |
| GOOG | 1,482,566.4 | 10.8 | |
| HD | 277,648.0 | 10.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 120.7 |
| (b) Individuals (high net worth individuals) | 362 | 1,452.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 15.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 40.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,625 | 1,628.8 |
| By Discretionary | ||
| Discretionary | 2,325 | 1,480.4 |
| Non-Discretionary | 300 | 148.4 |
| Total | 2,625 | 1,628.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,628.8 | |
| Total | 2,625 | 1,628.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767243] | |
| 13F-HR | [0001784777] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Howe and Rusling Inc
✚
|
NY | 1.7 |
|
TLG Advisors Inc
✚
|
CO | 1.7 |
|
TPG Financial Advisors LLC
✚
|
OR | 1.7 |
|
Northwest Financial Advisors LLC
✚
|
VA | 1.7 |
|
The Investment Counsel Company of Nevada
✚
|
NV | 1.6 |
|
The Fiduciary Group LLC
✚
|
GA | 1.6 |
|
Bison Wealth LLC
✚
|
GA | 1.6 |
|
EIDE Bailly Advisors LLC
✚
|
ND | 1.6 |
|
JB Capital LLC
✚
|
CT | 1.6 |
|
Cooper Financial Group
✚
|
CA | 1.6 |