Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > olympia > SOUNDVIEW ADVISORS
SOUNDVIEW ADVISORS
1441 West Bay Drive
Suite 201
Olympia, Washington 98502
Tel: 360-867-9890
About SOUNDVIEW ADVISORS
SOUNDVIEW ADVISORS, formally registered with the SEC as SOUNDVIEW ADVISORS. The firm was established in 03/24/2008. They have over 2 offices throughout the country.
SOUNDVIEW ADVISORS is a Olympia, Washington based Financial Planning firm with nearly $345,118,545 assets under management, offering retirement planning & investment advisory services to 1058 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114437 |
| SEC# | 801-68960 |
| Assets Managed by Firm | $345,118,545 |
| No. of Clients | 1058 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1058 | $345,118,545 |
| Individuals (other than high net worth individuals) | 79 | $42,143,661 |
| High net worth individuals | 101 | $302,124,425 |
| Pension and profit sharing plans | 1 | $55,066 |
| Charitable organizations | 1 | $795,393 |
More Retirement Planning firms in Olympia, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Olympia, Washington