Soundhaven Capital Management

Soundhaven Capital Management (CRD# 170821) is a financial advisory firm headquartered in , . They manage $120,371,631 in 307 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.soundhavencapital.com
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $392,090
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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

David Naylor (CRD# 1979541) is an Investment Advisor Representative working at Soundhaven Capital Management in Westlake Village, CA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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