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Building 2SOUNDHAVEN CAPITAL MANAGEMENT

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Phone818-292-1474
NotebookSEC #801-130719
Total AUM
$202.1M
Employees
3
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
818-292-1474
Other Offices
2

ReceiptFinancials

Total AUM
$202.1M
Accounts
347
Discretionary
$81.4M
Accounts
322
Non-Discretionary
$120.7M
Accounts
25

ContactClients

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Individual Clients
86
AUM
$9.3M
HNW Individual Clients
57
AUM
$57.4M
Pension/Profit Sharing Plan Clients
25
AUM
$120.7M
Corporation or Business Clients
2
AUM
$14.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTNYTX

HandshakeAffiliates

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

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