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Building 2SOUNDVIEW ADVISORS

Map pinOLYMPIA, WA
Phone360-867-9890
NotebookSEC #801-68960
Total AUM
$387.2M
Employees
11
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1441 WEST BAY DRIVE
SUITE 201
OLYMPIA
WA 98502
United States
Operating Hours
8 A.M. TO 4:30 P.M.
Monday - Friday
Phone
360-867-9890
Other Offices
1

ReceiptFinancials

Total AUM
$387.2M
Accounts
842
Discretionary
$387.2M
Accounts
842
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$41.4M
HNW Individual Clients
112
AUM
$344.9M
Charitable Organization Clients
1
AUM
$871.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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