SOUND VIEW WEALTH ADVISORS, LLC
CRD #291457 SEC #801-112221 SAVANNAH, GA 912.239.4630
SEC Registered
Total AUM
$675.8M
Discretionary
$675.8M
Employees
11
Clients
101
Accounts
1,900
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $675.8M | $675.8M | $0 | 11 | 0 |
| Jan 2019 | $675.8M | $675.8M | $0 | 5 | 0 |
| May 2018 | $237.1M | $237.1M | $0 | 5 | 0 |
| Mar 2018 | $0 | $0 | $0 | 5 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2019
Total AUM$675.8M
Discretionary$675.8M
Non-Disc.$0
Employees11
Clients0
DateJan 2019
Total AUM$675.8M
Discretionary$675.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0