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Building 2SOUND & SECURE ADVISORS LLC

Map pin
Phone(516) 536-1438
NotebookSEC #801-126332
Total AUM
$41.3M
Employees
1
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(516) 536-1438

ReceiptFinancials

Total AUM
$41.3M
Accounts
187
Discretionary
$41.3M
Accounts
187
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
91
AUM
$28.4M
HNW Individual Clients
7
AUM
$12.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNY

HandshakeAffiliates

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

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