Sound View Wealth Advisors Group, LLC

RIASEC RegisteredEst. 2019

Total AUM

$2.3B

Discretionary

$2.2B

96% of AUM

Avg account

$694K

Accounts

3,285

Employees

Advisory reps

Firm details

Headquarters: Savannah, Georgia
CRD number: 300927
Registered since: March 26, 2019
Website: www.svadvice.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI89.89%
Individuals5.92%
Charitable Organizations2.13%
Corporations / Businesses2.07%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sound View Wealth Advisors Group, LLC is an independent RIA that provides financial planning and portfolio management to individuals, families and some institutional clients. The firm offers a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers, plus client education through publications and workshops. It also functions as a capital allocator and engages in other financial product sales. Sound View is not positioned as an ESG-focused manager and is not multi-state registered as an adviser. The firm’s revenue model includes percentage-of-AUM fees along with hourly and fixed-fee arrangements, and it reports affiliations across financial services lines such as broker-dealer relationships, insurance, accounting and law firm connections, and sponsorship roles tied to pooled and non-pooled investment vehicles.