SOUNDVIEW ADVISORS
Firm details
- Headquarters
- OLYMPIA, Washington
- CRD number
- 114437
- Registered since
- March 24, 2008
- Website
- www.soundviewadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.08%
- Individuals10.7%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Soundview Advisors is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 2008. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory capabilities center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers — an approach aligned with its designation as a capital allocator. The firm reports it does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
2 of 2Nate Porter
Chief Operating OfficerCRD 7350249
KEVIN SLATER
CEO, Lead AdvisorCRD 4790152
Contacts
3 of 5Austin Boyce
Trading AnalystCRD 8139727
BEN JENNINGS
Director of Planning & ResearchCRD 2999507
KEVIN RIGG
Director of Financial Life PlanningCRD 4708409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OLYMPIA, WA
THURSTON
Location
OLYMPIA, WA
Headquartered in OLYMPIA, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- THURSTON
- Address
- 1441 West Bay Dr NW
- Time zone
- PT (UTC-8)
- Office locations
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