|
⚲
|
| Keyboard |
| Soundview Advisors Inc
✚
|
|
|---|---|
| CRD # | 114437 |
| SEC # | 801-68960 |
| CIK # | 0002054083 |
| AUM | 387.2 M (2026-03-24) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 360-867-9890 |
| Address | 1441 West Bay Drive Olympia, WA 98502 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Nvidia Corp | 3.7 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Apple Inc | 1.4 | ||
| Alphabet Inc | 1.0 | ||
| Chevron Corp | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Lam Research Corp | 0.3 | ||
| Davita Inc | 0.3 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 41.4 |
| (b) Individuals (high net worth individuals) | 112 | 344.9 |
| (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 | 1 | 0.9 |
| (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 | 842 | 387.2 |
| By Discretionary | ||
| Discretionary | 842 | 387.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 842 | 387.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 387.1 | |
| Total | 842 | 387.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054083] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Joseph P Lucia & Associates LLC
✚
|
NY | 388.0 M |
|
Resolute Wealth Strategies LLC
✚
|
MS | 387.6 M |
|
Hassell Wealth Management LLC
✚
|
LA | 387.4 M |
|
MacroView Investment Management LLC
✚
|
MD | 387.1 M |
|
Lewis Asset Management LLC
✚
|
CA | 387.1 M |
|
New Wave Wealth Advisors LLC
✚
|
AR | 386.8 M |
|
Balance Wealth Partners LLC
✚
|
OH | 386.7 M |
|
1836 Asset Management LLC
✚
|
TX | 386.6 M |
|
Skyline Advisors Inc
✚
|
WA | 386.5 M |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 386.4 M |