SOUND VIEW WEALTH ADVISORS GROUP, LLC

1 Skidaway Village Walk
Suite 201
Savannah, Georgia 31411
Tel: 912-239-4630

About SOUND VIEW WEALTH ADVISORS GROUP, LLC

SOUND VIEW WEALTH ADVISORS GROUP, LLC, formally registered with the SEC as SOUND VIEW WEALTH ADVISORS GROUP, LLC. The firm was established in 03/26/2019. They have over 3 offices throughout the country.

SOUND VIEW WEALTH ADVISORS GROUP, LLC is a Savannah, Georgia based Financial Planning firm with nearly $1,628,779,176 assets under management, offering retirement planning & investment advisory services to 2625 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300927
SEC#	801-114892
Assets Managed by Firm	$1,628,779,176
No. of Clients	2625
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2625	$1,628,779,176
Individuals (other than high net worth individuals)	373	$120,712,550
High net worth individuals	362	$1,451,976,745
Charitable organizations	5	$15,322,311
Corporations or other businesses	5	$40,767,570

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