SOUND PORTFOLIO ADVISORS, LLC

28 Cottrell St.
Mystic, Connecticut 6355
Tel: 860-572-2737

About SOUND PORTFOLIO ADVISORS, LLC

SOUND PORTFOLIO ADVISORS, LLC, formally registered with the SEC as SOUND PORTFOLIO ADVISORS, LLC. The firm was established in 03/01/2021. They have over 1 offices throughout the country.

SOUND PORTFOLIO ADVISORS, LLC is a Mystic, Connecticut based Financial Planning firm with nearly $106,448,216 assets under management, offering retirement planning & investment advisory services to 348 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125511
SEC#	801-120415
Assets Managed by Firm	$106,448,216
No. of Clients	348
No. of Advisors	3

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	348	$106,448,216
Individuals (other than high net worth individuals)	74	$13,912,782
High net worth individuals	66	$92,535,434

Inquire with SOUND PORTFOLIO ADVISORS, LLC

More Retirement Planning firms in Mystic, Connecticut:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGEWATER ASSOCIATES, LP One Nyala Farms Road Westport, CT, 6880	$196,833,823,871	143	1166
POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road Stamford, CT, 06902-7912	$139,912,052,624	18	2311
AST INVESTMENT SERVICES, INC. One Corporate Drive Shelton, CT, 6484	$122,238,315,019	40	63
AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza Suite 130, 3rd Floor Greenwich, CT, 6830	$119,996,796,135	279	566
HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 6155	$110,827,884,619	182	290

Explore More Retirement Advisors in Mystic, Connecticut

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.