|
⚲
|
| Soundview Advisors Inc
✚
| |
|---|---|
| CRD # | 114437 |
| SEC # | 801-68960 |
| CIK # | |
| AUM | $345.1 MM (2024-03-04) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 360-867-9890 |
| Address | 1441 West Bay Drive Olympia, WA 98502 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 42.1 |
| (b) Individuals (high net worth individuals) | 101 | 302.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,058 | 345.1 |
| By Discretionary | ||
| Discretionary | 891 | 293.8 |
| Non-Discretionary | 167 | 51.3 |
| Total | 1,058 | 345.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 344.6 | |
| Total | 1,058 | 345.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Baldwin & Clarke Advisory Services LLC
✚
|
NH | 0.3 |
|
Newton One Investments LLC
✚
|
DE | 0.3 |
|
Wealth Advisors of Tampa Bay LLC
✚
|
FL | 0.3 |
|
Morgan Dempsey Capital Management LLC
✚
|
WI | 0.3 |
|
Websterrogers Financial Advisors LLC
✚
|
SC | 0.3 |
|
Mark J Snyder Financial Services Inc
✚
|
NY | 0.3 |
|
Instrumental Wealth LLC
✚
|
FL | 0.3 |
|
Symphony Financial Services Inc
✚
|
OH | 0.3 |
|
B&L Asset Management LLC
✚
|
MA | 0.3 |
|
Altman Advisors Inc
✚
|
IL | 0.3 |