Overview
Assets Under Management: $184 million
Headquarters: MADISON, MS
High-Net-Worth Clients: 7
Average Client Assets: $3 million
Frequently Asked Questions
SOUND FINANCIAL STRATEGIES GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286261), SOUND FINANCIAL STRATEGIES GROUP, LLC is subject to fiduciary duty under federal law.
SOUND FINANCIAL STRATEGIES GROUP, LLC is headquartered in MADISON, MS.
SOUND FINANCIAL STRATEGIES GROUP, LLC serves 7 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, SOUND FINANCIAL STRATEGIES GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SOUND FINANCIAL STRATEGIES GROUP, LLC manages $184 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, SOUND FINANCIAL STRATEGIES GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,280
Discretionary Accounts: 1,280
Regulatory Filings
CRD Number: 286261
Filing ID: 1961255
Last Filing Date: 2025-03-31 18:49:00
Website: https://soundfsg.com