SoundView Advisors

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

1441 West Bay Dr NW Ste 201, Olympia, Wa...

Phone Number

(360) 867-9890

Revenue

$5.2 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About SoundView Advisors

SoundView Advisors specializes in comprehensive financial life planning, offering personalized strategies that reflect clients' priorities and goals. They focus on providing thoughtful personal service and deep industry experience, ensuring quality ongoing care for a limited number of clients. Their services encompass various aspects of financial planning, including investments, taxes, retirement, education, insurance, and estate planning. SoundView Advisors aims to help clients achieve peace of mind by organizing their finances and allowing them to focus on what truly matters in life.Explore more
SoundView Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

SoundView Advisors Org Chart

PhoneEmail
James Lee, President at SoundView Advisors
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SoundView Advisors

$5.2M
11-50
Private
<$5M
2007
James Lee, President at SoundView Advisors
James LeePresident
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2020
JS
Jeffrey SmithFounder. Managing Partner. Private Wealth Advisor
<$5M
1-10
Private
-
1990
PS
Peter SantryInvestment Support Representative
<$5M
1-10
Private
-
2007
MG
Mary GassmannManager, Tax Office
Illustration of an envelope

SoundView Advisors Tech Stack

A closer look at the technologies used by SoundView Advisors

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Frequently Asked Questions Regarding SoundView Advisors

What is SoundView Advisors's official website?
SoundView Advisors's official website is www.soundviewadvisors.com
What is SoundView Advisors's Revenue?
SoundView Advisors's revenue is $5.2 Million
What is SoundView Advisors's SIC code?
SoundView Advisors's SIC: 62,628
What is SoundView Advisors's NAICS code?
SoundView Advisors's NAICS: 52,523
How many employees does SoundView Advisors have?
SoundView Advisors has 11-50 employees
What industry does SoundView Advisors belong to?
SoundView Advisors is in the industry of: Finance, Insurance, Securities Trading
What is SoundView Advisors competition?
SoundView Advisors top competitors include: Court Place Advisors, Waterford Advisors, OWL Private Wealth Advisors, Premier Wealth Advisors
What technology does SoundView Advisors use?
Some of the popular technologies that SoundView Advisors uses are: Squarespace Online Stores, Adobe Typekit, Fidelity, Microsoft 365
How do I contact SoundView Advisors?
SoundView Advisors contact info: Phone number: (360) 867-9890 Website: www.soundviewadvisors.com
What does SoundView Advisors do?

SoundView Advisors specializes in comprehensive financial life planning, offering personalized strategies that reflect clients' priorities and goals. They focus on providing thoughtful personal service and deep industry experience, ensuring quality ongoing care for a limited number of clients. Their services encompass various aspects of financial p... lanning, including investments, taxes, retirement, education, insurance, and estate planning. SoundView Advisors aims to help clients achieve peace of mind by organizing their finances and allowing them to focus on what truly matters in life.Read More

What are SoundView Advisors social media links?
SoundView Advisors Linkedin page SoundView Advisors Twitter page
Is SoundView Advisors a public company?
SoundView Advisors is private company therefore does not currently have an official ticker symbol
See more information about SoundView Advisors

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