| 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 Compliance Officer | Under 5% | 2021 |
Soundview Advisors, Inc. reports $408.1 million in regulatory assets under management on its Form ADV.
Soundview Advisors, Inc. reports 11 employees.
Soundview Advisors, Inc. is based in Olympia, WA and has been SEC-registered since 2008.
Soundview Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $343M |
| Non-discretionary | $65.1M |
| Total (RAUM) | $408.1M |