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SOUNDVIEW ADVISORS
SOUNDVIEW ADVISORS, INC.
CRD 114437 · SEC 801-68960
1441 WEST BAY DRIVE, SUITE 201, OLYMPIA, WA, 98502, United States
Phone
360-867-9890
Fax
360-867-9848
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$387.2M
Discretionary AUM
$387.2M
Team
11 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $41.4M |
| High net worth individuals | 112 | $344.9M |
| Charitable organizations | 1 | $872K |
States served
AZ, CA, WA
All web addresses on file
Official SEC filing: View on IAPD