Soundview Advisors

Overview

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