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SOUND INCOME STRATEGIES, LLC
FORT LAUDERDALE, FL
954-487-1860
SEC #801-80425Total AUM
$4.2B
Employees
134Clients
24,757Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
500 W CYPRESS CREEK ROAD
SUITE 290
FORT LAUDERDALE
FL 33309
United States
SUITE 290
FORT LAUDERDALE
FL 33309
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
954-487-1860
Other Offices
99
Financials
Total AUM
$4.2B
Accounts
24,756Discretionary
$3.9B
Accounts
22,197Non-Discretionary
$261.6M
Accounts
2,559
Clients
Individual Clients
24,261AUM
$3.4B
HNW Individual Clients
473AUM
$786.2M
Investment Company Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
4AUM
$3.9M
Corporation or Business Clients
18AUM
$14.7M
Services
Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.