SOUND INCOME STRATEGIES, LLC

500 W Cypress Creek Road
Suite 290
Fort Lauderdale, Florida 33309
Tel: 954-487-1860

About SOUND INCOME STRATEGIES, LLC

SOUND INCOME STRATEGIES, LLC, formally registered with the SEC as SOUND INCOME STRATEGIES, LLC. The firm was established in 10/22/2014. They have over 85 offices throughout the country.

SOUND INCOME STRATEGIES, LLC is a Fort Lauderdale, Florida based Financial Planning firm with nearly $3,494,958,391 assets under management, offering retirement planning & investment advisory services to 24350 clients. The firm is staffed with 111 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173272
SEC#	801-80425
Assets Managed by Firm	$3,494,958,391
No. of Clients	24350
No. of Advisors	111

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	24350	$3,494,958,391
Individuals (other than high net worth individuals)	23984	$2,913,514,215
High net worth individuals	358	$578,159,848
Pension and profit sharing plans	2	$2,689,657
Corporations or other businesses	5	$594,671

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