SoundView Advisors

  • Financial Services
  • Olympia WA
  • 11 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
1441 West Bay Drive Suite 201, Olympia WA
Website
soundviewadvisors.com
Phone
(360) 867-9890
Employees
11
Founded in
2007
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
More Details

Financials & Stats

Revenue

$5B

More Financials

Who is SoundView Advisors

SoundView Advisors is a financial advisory firm based in Olympia, Washington. The company is privately held and employs 11 people. SoundView Advisors provides financial planning and investment advice to individuals and families. They help clients develop comprehensive financial plans that address their unique needs and goals, including retirement planning, college savings, estate planning, and wealth management. SoundView Advisors distinguishes itself through its personalized approach to financial planning. They believe in building strong relationships with their clients and taking the time to understand their individual circumstances and aspirations. To learn more about SoundView Advisors and their services, visit their website at soundviewadvisors.com.

Company Leadership

James Lee

President

Phone Email

SoundView Advisors Industry Tags

Investment Management
Estate Planning
Retirement Planning
Tax Planning
Cash Flow Planning
Financial Services
Financial Advisory Services
View All Industry Tags

SoundView Advisors Tech Stack

JavaScript
HTML
Twitter
View All Tech Stack

Companies Similar to SoundView Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to SoundView Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
5M 14 Sherman Oaks, CA 1989
5M 1 Elizabeth, CO 2015
5M 21 Phoenix, AZ 1994
5M 12 San Jose, CA 2001
5M 24 Diamond Bar, CA 1991
View More Companies

FAQ

What is the location of SoundView Advisors's headquarters?
The headquarters of SoundView Advisors are situated at 1441 West Bay Drive Suite 201, Olympia WA
What is SoundView Advisors's phone number?
SoundView Advisors's contact number is (360) 867-9890.
What is SoundView Advisors's official website?
The official website of SoundView Advisors can be found at soundviewadvisors.com.
What is SoundView Advisors's current revenue?
As of February 2015, SoundView Advisors's annual revenue reached $5B.
How many employees does SoundView Advisors currently have?
SoundView Advisors employs approximately 11+ people as of February 2015
Which industries is SoundView Advisors primarily operating in?
SoundView Advisors operates in the following industries: Finance, Credit
Who is the President of SoundView Advisors?
SoundView Advisors's President is James Lee
What are SoundView Advisors's industry tags?
SoundView Advisors's industry tags include: Investment Management, Estate Planning, Retirement Planning
When was SoundView Advisors founded?
SoundView Advisors was founded in 2007.

Employee Directory

Key Employees

Kevin Slater

Co-Founder and CEO

Phone Email

Nichole Harrison

Financial Advisor

Phone Email

Ben Jennings

Director of Financial Life Planning

Phone Email