SOUNDVIEW ADVISORS
Total AUM
$387.2M
Employees
11Clients
190Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1441 WEST BAY DRIVE
SUITE 201
OLYMPIA
WA 98502
United States
SUITE 201
OLYMPIA
WA 98502
United States
Operating Hours
8 A.M. TO 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
360-867-9890
Other Offices
1
Financials
Total AUM
$387.2M
Accounts
842Discretionary
$387.2M
Accounts
842Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
77AUM
$41.4M
HNW Individual Clients
112AUM
$344.9M
Charitable Organization Clients
1AUM
$871.8K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.