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Building 2SOUND FINANCIAL STRATEGIES GROUP, LLC

Map pinMADISON, MS
Phone601-856-3825
NotebookSEC #801-108894
Total AUM
$217.7M
Employees
7
Clients
593

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
116 ONE MADISON PLAZA
SUITE 1100
MADISON
MS 39110
United States
Operating Hours
8:30 AM - 5:00 PM; 8:30 AM - 4:00 PM ON FRIDAY
Monday - Friday
Phone
601-856-3825

ReceiptFinancials

Total AUM
$217.7M
Accounts
923
Discretionary
$217.7M
Accounts
923
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
560
AUM
$101.6M
HNW Individual Clients
30
AUM
$30.6M
Corporation or Business Clients
3
AUM
$85.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Pending Civil Proceeding
State Registrations
ALGALAMSTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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