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Building 2SOUNDPATH INVESTMENT ADVISORS, LLC

Map pinRIDGELAND, MS
Phone601-982-4123
NotebookSEC #801-63763
Total AUM
$746.8M
Employees
3
Clients
531

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
795 WOODLANDS PARKWAY SUITE 104
RIDGELAND
MS 39157
United States
Operating Hours
8:00AM-4:00PM MONDAY-THURSDAY; 8:00AM-3:00PM FRIDAYS
Monday - Friday
Phone
601-982-4123

ReceiptFinancials

Total AUM
$746.8M
Accounts
534
Discretionary
$746.8M
Accounts
534
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
328
AUM
$128.1M
HNW Individual Clients
184
AUM
$478M
Pension/Profit Sharing Plan Clients
1
AUM
$67.5M
Charitable Organization Clients
9
AUM
$63.6M
Corporation or Business Clients
9
AUM
$9.6M

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
ALARFLGALAMSNCTNTXVA

HandshakeAffiliates

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

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