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Soundview Financial Group

EST. AUM
$104,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Seattle
CRD Number
Website soundviewfinancialgroup.com
Client types

Overview

Soundview Financial Group is an independent wealth management firm based in Tacoma, Washington, operating through the platform of Osaic Wealth, Inc. The firm is led by its President, Josh Hummel, and specializes in providing comprehensive financial planning and guidance, with a specific focus on generating efficient retirement income through disciplined, diversified investment strategies. The practice serves long-term growth investors, high-net-worth individuals, and small business retirement plans.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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