Overview
Assets Under Management: $747 million
Headquarters: RIDGELAND, MS
High-Net-Worth Clients: 184
Average Client Assets: $2.6 million
Frequently Asked Questions
SOUNDPATH INVESTMENT 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 #133587), SOUNDPATH INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
SOUNDPATH INVESTMENT ADVISORS, LLC is headquartered in RIDGELAND, MS.
SOUNDPATH INVESTMENT ADVISORS, LLC serves 184 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, SOUNDPATH INVESTMENT ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOUNDPATH INVESTMENT ADVISORS, LLC manages $747 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, SOUNDPATH INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.01%
Average Client Assets: $2.6 million
Total Client Accounts: 534
Discretionary Accounts: 534
Regulatory Filings
CRD Number: 133587
Filing ID: 1729091
Last Filing Date: 2023-03-22 09:45:00