Soundview Advisors, P.S. (Olympia)

Name: Soundview Advisors, P.S.
Address: 1441 West Bay Drive, Olympia, WA, 98502
Telephone: 360-867-9890

Soundview Advisors, P.S. is a large advisory firm based in Olympia. It manages $160.35 million of regulatory assets for 750 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Washington.

Soundview Advisors, P.S provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Soundview Advisors, P.S: assets under management

The assets under management (AUM) of Soundview Advisors, P.S. is $160.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $160.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $213.8 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Soundview Advisors, P.S. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Soundview Advisors, P.S.

Kevin Lee Slater has been acting as President since 1 Jan 2007. Kevin M Rigg joined the executive team most recently as the Secretary, Treasurer & Chief Technology Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce Carl Stoltenberg	Chief executive officer, chief compliance officer, chief investment officer & vice president	1 May 1997	50% - 75%	1064851
Kevin Lee Slater	President	1 Jan 2007	25% - 50%	4790152
Bruce Carl Stoltenberg	Chief executive officer, chief compliance officer, chief investment officer & vice president	1 Jan 2007	50% - 75%	1064851
Kevin M Rigg	Secretary, treasurer & chief technology officer	1 Oct 2009	Other	4708409

Based in Olympia

The principal office where Soundview Advisors, P.S. performs its advisory services is located at 1441 West Bay Drive, Olympia, WA 98502, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-867-9890 or by fax 360-867-9848. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.soundviewadvisors.com.