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| Soundview Advisors Inc
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|---|---|
| CRD # | 114437 |
| SEC # | 801-68960 |
| CIK # | 0002054083 |
| AUM | $408.1 M (2025-03-13) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 360-867-9890 |
| Address | 1441 West Bay Drive Olympia, WA 98502 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) |
|---|---|---|
| Microsoft Corp | 5.8 | |
| Nvidia Corp | 4.2 | |
| Alphabet Inc | 3.2 | |
| Costco Wholesale Corp /NEW | 2.9 | |
| Uipath Inc | 1.5 | |
| Lam Research Corp | 1.5 | |
| Apple Inc | 1.3 | |
| Amazon Com Inc | 0.8 | |
| Davita Inc | 0.6 | |
| Chevron Corp | 0.4 |
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 43.8 |
| (b) Individuals (high net worth individuals) | 101 | 363.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,084 | 408.1 |
| By Discretionary | ||
| Discretionary | 882 | 343.0 |
| Non-Discretionary | 202 | 65.1 |
| Total | 1,084 | 408.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 408.1 | |
| Total | 1,084 | 408.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054083] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brown Wealth Management LLC
✚
|
IL | 0.4 |
|
Parkwoods Wealth Partners LLC
✚
|
MO | 0.4 |
|
Carolina Qualified Retirement Plan Advisers LLC
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|
0.4 | |
|
Medallion Wealth Advisors LLC
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|
CT | 0.4 |
|
Kades & Cheifetz LLC
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|
PA | 0.4 |
|
Obsidian Personal Planning Solutions LLC
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|
MD | 0.4 |
|
Cherrydale Wealth Management LLC
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|
NJ | 0.4 |
|
Branson Fowlkes & Co Inc
✚
|
TX | 0.4 |
|
Meridiana MFO LLC
✚
|
FL | 0.4 |
|
Horizon Advisors LLC
✚
|
TX | 0.4 |