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SOUND VIEW WEALTH ADVISORS GROUP, LLC

Tel: 912-239-4630
1 Skidaway Village Walk
Suite 201
Savannah, Georgia  31411

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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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