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RIA · CRD 111892State-Registered Investment Adviser

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Sound Planning and Investments, LLC

SOUND PLANNING AND INVESTMENTS, LLC is a state-registered investment adviser with $99 million in regulatory assets under management. The firm has 1 employee...

Overview

SOUND PLANNING AND INVESTMENTS, LLC is a state-registered investment adviser with $99 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who leads investment decisions at Sound Planning and Investments, LLC?

No named principals or executives have been identified in public records. The firm's operational leadership is not disclosed.

Does Sound Planning and Investments, LLC invest in direct deals or through funds?

No public information exists regarding the firm's preferred investment channels or strategies.

What is the firm's known geographic focus?

Sound Planning and Investments, LLC's geographic investment mandate is not specified in any public source.

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