Soundriver Advisors, LLC

Soundriver Advisors, LLC (CRD# 166628) is a financial advisory firm headquartered in Atlanta, GA. They manage $36,406,608 in 164 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $221,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

GA, TX

Financial Advisors at Soundriver Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Philip H. Clinkscales
CRD#: 4552373
1827 Powers Ferry Rd Se, Bldg 25, Suite 100, Atlanta, GA 30339
96
Wealthminder
score

Philip Clinkscales (CRD# 4552373) is an Investment Advisor Representative working at Soundriver Advisors, LLC in Atlanta, GA and has over 15 years of experience in the finance industry. Philip Clinkscales has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brett A. Virgin
CRD#: 2934280
1827 Powers Ferry Rd Se, Bldg 25, Suite 100, Atlanta, GA 30339
96
Wealthminder
score

Brett Virgin (CRD# 2934280) is an Investment Advisor Representative working at Soundriver Advisors, LLC in Atlanta, GA and has over 20 years of experience in the finance industry. Brett Virgin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Scott B. Crenshaw
CRD#: 4626711
1827 Powers Ferry Rd Se, Bldg 25, Suite 100, Atlanta, GA 30339
83
Wealthminder
score

Scott Crenshaw (CRD# 4626711) is an Investment Advisor Representative working at Soundriver Advisors, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

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