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SOUND PORTFOLIO ADVISORS, LLC

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

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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 StatusApproved
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 ClientsAUM
Firm Total348$106,448,216
Individuals (other than high net worth individuals)74$13,912,782
High net worth individuals66$92,535,434
Inquire with SOUND PORTFOLIO ADVISORS, LLC

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