Overview
Assets Under Management: $184 million
Headquarters: MADISON, MS
High-Net-Worth Clients: 5
Average Client Assets: $33 million
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: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.92
Average High-Net-Worth Client Assets: $33 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