CRD: 170821
Soundhaven Capital Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-28-2014
- Office Locations
- 2
Office Locations
About Soundhaven Capital Management
Soundhaven Capital Management is an RIA serving private clients and business retirement plans with financial planning, legacy planning, and portfolio construction support. Portfolios emphasize asset allocation using mutual funds and ETFs, with exposure to fixed income (including U.S. government/agency bonds) and real estate. The firm works with Charles Schwab for custody and operates from Westlake Village, CA with a New Jersey office.
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Owner & Executives
DAVID ROBERT NAYLOR
Chief Compliance Officer, Manager, President
- CRD
- #1979541
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Garrett M Naylor
Senior Vice President
- CRD
- #7814070
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,407,394 | $252,818 |
| Non-Discretionary | $120,697,494 | $4,827,900 |
| Total | $202,104,888 | $582,435 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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