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Building 2SOUND FINANCIAL MANAGEMENT, INC.

Map pinRALEIGH, NC
Phone919-845-6600
NotebookSEC #801-132274
Total AUM
$134.1M
Employees
2
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8362 SIX FORKS RD. SUITE 202
RALEIGH
NC 27615
United States
Operating Hours
8:30 AM -5:00 PM
Monday - Friday
Phone
919-845-6600

ReceiptFinancials

Total AUM
$134.1M
Accounts
440
Discretionary
$134.1M
Accounts
440
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
154
AUM
$49.6M
HNW Individual Clients
26
AUM
$84.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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