SOUND VIEW FINANCIAL ADVISORS

SOUND VIEW FINANCIAL ADVISORS of WALPOLE, MA is an SEC-registered investment adviser (CRD 154732). Regulatory assets under management: $50.1M.

Registration

• CRD: 154732
• Type: Registered investment adviser
• Location: 128 SCHOOL STREET, WALPOLE, MA, 02081-1802
• Phone: 508-921-3533
• Latest filing: 2026-03-09
• Regulatory AUM: $50.1M
• Discretionary AUM: $50.1M
• Clients: 4
• Accounts: 191

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154732 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search