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Building 2SOUND VIEW WEALTH ADVISORS GROUP, LLC

Map pinSAVANNAH, GA
Phone912-239-4630
NotebookSEC #801-114892
Total AUM
$2.3B
Employees
19
Clients
950

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 SKIDAWAY VILLAGE WALK
SUITE 201
SAVANNAH
GA 31411
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
912-239-4630
Other Offices
2

ReceiptFinancials

Total AUM
$2.3B
Accounts
3,285
Discretionary
$2.2B
Accounts
3,065
Non-Discretionary
$95.8M
Accounts
220

ContactClients

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Individual Clients
472
AUM
$134.9M
HNW Individual Clients
455
AUM
$2B
Charitable Organization Clients
11
AUM
$48.4M
Corporation or Business Clients
12
AUM
$47.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING ON CREDIT, CASH MANAGEMENT, INSURANCE SOLUTIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLGAILINLAMAMDNCNHNJNYOHPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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