Soundview Private Wealth Advisors

Overview

Soundview Private Wealth Advisors is a privately held limited liability company that provides fee-based portfolio management primarily for individual and family clients, as well as small businesses. The firm charges a percentage-of-AUM fee and reports an owner who is an individual. Its advisory activity centers on discretionary portfolio management, and it identifies as an active ESG investor. The adviser is not structured as a multi-state firm, is not a capital allocator, and does not position itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices