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Sound Financial Solutions LLC
SOUND FINANCIAL SOLUTIONS LLC is an SEC-registered investment adviser in MELBOURNE, FL. The firm manages $18 million in regulatory assets under management on a...
Sound Financial Solutions LLC
SOUND FINANCIAL SOLUTIONS LLC is an SEC-registered investment adviser in MELBOURNE, FL. The firm manages $18 million in regulatory assets under management on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What services does Sound Financial Solutions LLC offer?
As a registered investment advisor (RIA), Sound Financial Solutions provides financial planning and investment management services to clients, per SEC registration data. The specific scope of services is not detailed in public sources.
How is Sound Financial Solutions LLC structured?
The firm is registered as an RIA with the SEC, which typically indicates it operates as a fee-based advisory serving multiple clients, rather than a single-family office. No separate legal entities or fund vehicles are publicly associated with it.
Is Sound Financial Solutions LLC a single-family office?
No, its SEC registration as an RIA suggests it manages assets for various clients, not a single family. No evidence of single-family office classification exists in public records.
What is the AUM of Sound Financial Solutions LLC?
The firm does not publicly disclose its AUM. SEC RIA registration may include filing requirements, but no specific AUM figure is available in open sources.
Who are the principals or advisors at Sound Financial Solutions LLC?
No named principals, investment professionals, or leadership are publicly identified for this firm. The SEC registration may list individuals, but no names are accessible from available records.
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