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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sound Advisory LLC
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|---|---|
| CRD # | 328213 |
| SEC # | 801-131907 |
| CIK # | |
| AUM | $69.9 M (2025-07-22) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 208-254-0142 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 2.5 |
| (b) Individuals (high net worth individuals) | 54 | 66.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 168 | 69.9 |
| By Discretionary | ||
| Discretionary | 168 | 69.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 168 | 69.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 69.9 | |
| Total | 168 | 69.9 |
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|---|---|---|
|
Constellation Asset Management Inc
✚
|
NY | 0.1 |
|
API Financial Advisors LLC
✚
|
FL | 0.1 |
|
L&L Partners Wealth Management LLC
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NY | 0.1 |
|
Castle Rock Investment Company
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0.1 | |
|
Schaffer & Company Asset Management Inc
✚
|
NY | 0.1 |
|
Oak Crest Advisory LLC
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|
NY | 0.1 |
|
Komorebi Global LLC
✚
|
0.1 | |
|
Sage Hill Advisory and Management LLC
✚
|
NY | 0.1 |
|
Pichardo Asset Management Sa de CV
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|
0.1 | |
|
Rpata LLC
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|
0.1 |