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SOUND VIEW WEALTH ADVISORS GROUP, LLC
Tel: 912-239-4630
1 Skidaway Village Walk Suite 201
Savannah, Georgia 31411
SOUND VIEW WEALTH ADVISORS GROUP, LLC
SOUND VIEW WEALTH ADVISORS GROUP, LLC is a Savannah, Georgia based financial advisory firm with nearly $1,628,779,176 in assets under management and provides investment advisory services for 2625 clients. There are currently 17 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTION
Firm CRD#:
300927
SEC#:
801-114892
No. of Clients:
2625
Assets under Management
$1,628,779,176
No. of Advisors:
17
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