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Overview Share
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Seattle, Washington
$246.4 million AUM
2 offices

Soundview Advisors is based in Seattle, Washington and has $246.4 million in assets under management.

Location
1000 Second Avenue
Suite 3550
Seattle, WA 98104
$246.4 million
AUM
11
Employees
AUM Share
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$246,400,414
Assets under management
930 clients
Number of clients
Average investment size is $264,947
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 69 $42,942,210 17% $622,351
High net worth individuals 70 $201,390,515 82% $2,877,007
Pension and profit sharing plans 1 $2,067,689 1% $2,067,689
Employees Share
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11
Employees
4
Investment analysts
36% of total employees
AUM per employee Share
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$246,400,414
Assets under management
$22,400,038
AUM per employee
$61,600,104
AUM per investment analyst
About Share
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Compensation

Soundview Advisors makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Soundview Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 114,437
SEC number 801-68960
Legal structure Corporation
Legal governance Washington, United States
Latest ADV filing date March 03, 2020

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