Soundview Advisors, Inc.
● SEC registered since 2008CRD 114437SEC# 801-68960Olympia, WA
Reg. AUM
$387.2M
Employees
11
Accounts
842
Location
Olympia, WA
Soundview Advisors, Inc. assets under management
Soundview Advisors, Inc. is an investment advisory firm registered with the SEC based in Olympia, WA. The firm has been registered since 2008. It reports $387.2 million in regulatory assets under management and employs 11 people.
Soundview Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Lee Slater Control | President | 25-50% | 2007 |
| Kevin M Rigg Control | Treasurer & Chief Technology Officer | 25-50% | 2009 |
| Nathan Walter Porter | Chief Operating Officer And Secretary | Under 5% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Soundview Advisors, Inc. manage?
Soundview Advisors, Inc. reports $387.2 million in regulatory assets under management on its Form ADV.
How many employees does Soundview Advisors, Inc. have?
Soundview Advisors, Inc. reports 11 employees.
Where is Soundview Advisors, Inc. located?
Soundview Advisors, Inc. is based in Olympia, WA and has been SEC-registered since 2008.
Does Soundview Advisors, Inc. disclose fund performance?
Soundview Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1441 West Bay Drive, Suite 201, Olympia, WA 98502 |
| Phone | 360-867-9890 |
| Fax | 360-867-9848 |
| Office hours | 8 a.m. To 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$387.2M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$387.2Mregulatory AUM
Discretionary $387.2M