137 Rowayton Avenue
Suite 120
Rowayton, Connecticut 06853
Tel: 646-442-9650
SOUNDWATCH CAPITAL, LLC, formally registered with the SEC as SOUNDWATCH CAPITAL, LLC. The firm was established in 11/25/2014. They have over 3 offices throughout the country.
SOUNDWATCH CAPITAL, LLC is a Rowayton, Connecticut based Financial Planning firm with nearly $637,847,396 assets under management, offering retirement planning & investment advisory services to 285 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173151 |
| SEC# | 801-80617 |
| Assets Managed by Firm | $637,847,396 |
| No. of Clients | 285 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 285 | $637,847,396 |
| Other investment advisers | Fewer than 5 clients | $520,390,324 |
| 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 |
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