Overview
Assets Under Management: $124 million
Headquarters: MYSTIC, CT
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 350
Discretionary Accounts: 350
Regulatory Filings
CRD Number: 125511
Last Filing Date: 2025-02-05 00:00:00
Website: https://soundportfolios.com