SOUND MARK PARTNERS, LLC

12 Havemeyer Place, 3rd Floor
Greenwich, Connecticut 06830-6527
Tel: 203-413-4280

About SOUND MARK PARTNERS, LLC

SOUND MARK PARTNERS, LLC, formally registered with the SEC as SOUND MARK PARTNERS, LLC. The firm was established in 09/16/2013. They have over 1 offices throughout the country.

SOUND MARK PARTNERS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $405,626,020 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169037
SEC#	801-78564
Assets Managed by Firm	$405,626,020
No. of Clients	3
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$405,626,020

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