Overview
Assets Under Management: $124 million
Headquarters: MYSTIC, CT
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Frequently Asked Questions
SOUND PORTFOLIO ADVISORS, 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 #125511), SOUND PORTFOLIO ADVISORS, LLC is subject to fiduciary duty under federal law.
SOUND PORTFOLIO ADVISORS, LLC is headquartered in MYSTIC, CT.
SOUND PORTFOLIO ADVISORS, LLC serves 64 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, SOUND PORTFOLIO ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
SOUND PORTFOLIO ADVISORS, LLC manages $124 million in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, SOUND PORTFOLIO ADVISORS, LLC serves high-net-worth individuals. View client details ↓
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
Filing ID: 2028654
Last Filing Date: 2025-12-05 12:07:43
Website: 0