Soundview Private Wealth Advisors
Firm details
- Headquarters
- Cheshire, Connecticut
- CRD number
- 340845
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.31%
- Individuals31.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Soundview Private Wealth Advisors is a privately held limited liability company that provides fee-based portfolio management for individual and family clients. The firm charges a percentage of assets under management and identifies as an active ESG investor. Its advisory work focuses on discretionary portfolio management for individuals and small businesses; FINTRX lists the owner type as an individual and the adviser classification as unclassified. The firm is registered to operate in Connecticut, Louisiana and Texas.
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
- Exchange Traded Equities77%
- US Government Bonds18%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cheshire, CT
New Haven
Location
Cheshire, CT
Headquartered in Cheshire, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New Haven
- Address
- 275 Maple Ave
- Time zone
- ET (UTC-5)
- Office locations
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