Sound View Wealth Advisors is an investment advisor in Savannah with $1.22 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
833547290
SEC advisor number
801-114892
FINRA CRD number
300927
AUM ?
$1.63 bn
(as of 28 Mar 24)
Accounts
2,625
(as of 28 Mar 24)
Employees
17
(8 investment advisory or research)
Address
Sound View Wealth Advisors
1 SKIDAWAY VILLAGE WALK
SUITE 201
SAVANNAH
GA 31411
1 SKIDAWAY VILLAGE WALK
SUITE 201
SAVANNAH
GA 31411
Phone
9122394630
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22