Soundhaven Capital Management

Soundhaven Capital Management (CRD# 170821) is a financial advisory firm headquartered in , . They manage $47,210,000 in 276 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $171,051
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Soundhaven Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
David R. Naylor
CRD#: 1979541
Westlake Village, CA
93
Wealthminder
score

David Naylor (CRD# 1979541) is an Investment Advisor Representative working at Soundhaven Capital Management in Westlake Village, CA and has over 27 years of experience in the finance industry.

2
Elissa S. Kalver
CRD#: 5917176
,
90
Wealthminder
score

Elissa Kalver (CRD# 5917176) is an Investment Advisor Representative working at Soundhaven Capital Management in , and has over 4 years of experience in the finance industry.

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