SOUND VIEW WEALTH ADVISORS GROUP, LLC

SAVANNAH, Georgia·4 registered advisors·CRD# 300927
SEC# 801-1148922912-239-4630
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOUND VIEW WEALTH ADVISORS GROUP, LLC

4 registered advisors
Edward Francis Ambrose
SAVANNAH, Georgia
Kelly Lee Bouchillon
SAVANNAH, Georgia
Melissa K Bouchillon
SAVANNAH, Georgia
Oscar Emerson Ham
SAVANNAH, Georgia
05

Office Locations

SAVANNAH, Georgia
4 advisors

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Data sourced from SEC Form ADV filings. SOUND VIEW WEALTH ADVISORS GROUP, LLC (CRD# 300927) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.