Docoh
Loading...

Sound View Wealth Advisors

Sound View Wealth Advisors is an investment advisor in Savannah with $932.93M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
833547290
SEC advisor number
801-114892
FINRA CRD number
300927
AUM ?
$932.93M (as of 29 Apr 21)
Accounts
1,961 (as of 29 Apr 21)
Employees
12 (7 investment advisory or research)
Address
Sound View Wealth Advisors
1 SKIDAWAY VILLAGE WALK
SUITE 201
SAVANNAH
GA 31411
Phone
9122394630

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 272 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$18.27M 129.11K 126.47K +2.1
$16.76M 59.45K 58.26K +2.0
$10.3M 63.78K 63.59K +0.3
Vanguard Specialized Funds
$9.77M 63.57K 63.93K -0.6
$9.13M 2.78K 2.63K +5.6
$9.12M 87.7K 87.51K +0.2
$8.72M 11.25K 11.22K +0.3
$8.28M 25.23K 25.29K -0.2
$7.46M 53.34K 55.43K -3.8
$7.2M 43.98K 44.35K -0.8
$6.54M 16.29K 15.76K +3.4
$6.35M 2.38K 2.33K +2.0
$6.33M 125.94K 128.71K -2.1
$5.76M 24.92K 25.2K -1.1
$5.69M 105.35K 115.52K -8.8
$5.43M 22.52K 22.93K -1.8
$5.01M 95.49K 95.06K +0.5
$5M 80.73K 83.34K -3.1
$4.89M 17.84K 17.55K +1.6
$4.83M 112.34K 114.89K -2.2
$4.8M 41.77K 40.56K +3.0
$4.71M 63.37K 65.37K -3.1
$4.68M 96.32K 100.29K -4.0
$4.65M 13.73K 13.39K +2.6
$4.61M 86.59K 90.56K -4.4
$4.58M 12.78K 12.55K +1.8
$4.52M 41.86K 44.02K -4.9
$4.46M 20.98K 21K -0.1
$4.37M 29.05K 29.42K -1.3
$4.23M 47.77K 48.58K -1.7
$4.16M 10.55K 10.02K +5.3
$4M 103.04K 99.98K +3.1
$3.99M 30.14K 30.87K -2.4
$3.87M 14.19K 14.93K -5.0
$3.46M 46.06K 46.03K +0.1
$3.4M 318.61K 315.13K +1.1
$3.37M 24.9K 26.7K -6.7
$3.11M 22.34K 20.87K +7.0
$3.1M 15.82K 16.59K -4.6
$3.09M 1.16K 1.12K +3.0
$3.01M 29.66K 30.88K -4.0
$2.75M 14.25K 14.36K -0.8
$2.65M 12.78K 2.42K +427.7
$2.62M 33.48K 28.87K +16.0
$2.6M 15.35K 15.16K +1.2
$2.54M 32.36K 32.82K -1.4
$2.44M 40.77K 40.99K -0.5
$2.28M 19.31K 19.25K +0.3
$2.23M 43.71K 45.29K -3.5
$2.09M 37.36K 36.53K +2.3
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings