Sound View Wealth Advisors Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Sound View Wealth Advisors Group LLC
CRD #300927
SEC #801-114892
CIK #
AUM $757.0 MM (95% Disc, 100% US)
Employees10 (50% Investors, 10% Brokers)
Phone912-239-4630
Address1 Skidaway Village Walk
Savannah, GA 31411
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
LJPR LLC
MI
0.8
Vestor Capital LLC
IL
0.8
Boulay Financial Advisors LLC
MN
0.8
First National Corporation
MA
0.8
New England Professional Planning Group Inc
RI
0.8
Target Asset Management PTE Ltd
0.8
Bogart Wealth LLC
VA
0.7
Freeman Investment Management Co LLC
CA
0.7
Cooper Financial Group
CA
0.7
McLean Asset Management Corporation
VA
0.7