Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > mystic > SOUND PORTFOLIO ADVISORS, LLC
SOUND PORTFOLIO ADVISORS, LLC
28 Cottrell St.
Mystic, Connecticut 06355
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 $123,941,039 assets under management, offering retirement planning & investment advisory services to 350 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 | $123,941,039 |
| No. of Clients | 350 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 350 | $123,941,039 |
| Individuals (other than high net worth individuals) | 72 | $15,781,116 |
| High net worth individuals | 64 | $108,159,923 |
More Retirement Planning firms in Mystic, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Mystic, Connecticut