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SOUND FINANCIAL STRATEGIES GROUP, LLC
116 One Madison Plaza
Suite1100
Madison, Mississippi 39110
Tel: 601-856-3825
About SOUND FINANCIAL STRATEGIES GROUP, LLC
SOUND FINANCIAL STRATEGIES GROUP, LLC, formally registered with the SEC as SOUND FINANCIAL STRATEGIES GROUP, LLC. The firm was established in 01/11/2017. They have over 1 offices throughout the country.
SOUND FINANCIAL STRATEGIES GROUP, LLC is a Madison, Mississippi based Financial Planning firm with nearly $184,491,963 assets under management, offering retirement planning & investment advisory services to 1284 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286261 |
| SEC# | 801-108894 |
| Assets Managed by Firm | $184,491,963 |
| No. of Clients | 1284 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1284 | $184,491,963 |
| Individuals (other than high net worth individuals) | 728 | $163,651,708 |
| High net worth individuals | 16 | $19,088,894 |
| Corporations or other businesses | Fewer than 5 clients | $1,751,361 |
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