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Building 2SOUND PORTFOLIO ADVISORS, LLC

Map pinMYSTIC, CT
Phone860-572-2737
NotebookSEC #801-120415
Total AUM
$151.1M
Employees
3
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28 COTTRELL ST.
MYSTIC
CT 06355
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
860-572-2737

ReceiptFinancials

Total AUM
$151.1M
Accounts
353
Discretionary
$151.1M
Accounts
353
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$21.9M
HNW Individual Clients
62
AUM
$129.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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