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Sound Planning and Investments, LLC
SOUND PLANNING AND INVESTMENTS, LLC is an SEC-registered investment adviser with $99 million in regulatory assets under management. The firm has 1 employee and...
Sound Planning and Investments, LLC
SOUND PLANNING AND INVESTMENTS, LLC is an SEC-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.
What is the wealth origin behind Sound Planning and Investments, LLC?
The source of the family wealth underlying this entity has not been publicly documented.
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.
Is the firm structured as a single or multi-family office?
The firm's classification as single-family or multi-family office is not determinable from available data.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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