SOUND VIEW WEALTH ADVISORS GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,279,615,918
Discretionary
$2,183,812,731
Non-discretionary
$95,803,187
Firm details
- CRD number
- 300927
- SEC file number
- 801-114892
- Main office
- SAVANNAH, GA, United States
- Employees
- 19
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.