|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sound Financial Strategies Group LLC
✚
|
|
|---|---|
| CRD # | 286261 |
| SEC # | 801-108894 |
| CIK # | 0001800620 |
| AUM | $183.7 M (2025-03-31) |
| Employees | 8 (62% Investors, 38% Brokers) |
| Phone | 601-856-3825 |
| Address | 116 One Madison Plaza Madison, MS 39110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cohen & Steers Quality Income Realty Fund Inc | 1.2 | ||
| iShares Bitcoin Trust | 1.1 | ||
| Cardinal Health Inc | 0.9 | ||
| Emerson Electric Co | 0.9 | ||
| General Dynamics Corp | 0.9 | ||
| International Business Machines Corp | 0.9 | ||
| Pentair Inc | 0.9 | ||
| Fastenal Co | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 714 | 165.2 |
| (b) Individuals (high net worth individuals) | 7 | 18.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,280 | 183.7 |
| By Discretionary | ||
| Discretionary | 1,280 | 183.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,280 | 183.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.7 | |
| Total | 1,280 | 183.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800620] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mandalay Financial LLC
✚
|
TX | 0.2 |
|
Hughes Warren Inc
✚
|
OK | 0.2 |
|
Nestlerode & LOY Inc
✚
|
PA | 0.2 |
|
Mosley Wealth Management Inc
✚
|
CA | 0.2 |
|
Bond Tech Inc
✚
|
OH | 0.2 |
|
Diamond Wealth Management LLC
✚
|
UT | 0.2 |
|
Caitlin John LLC
✚
|
MI | 0.2 |
|
Larry Mathis Financial Planning LLC
✚
|
AZ | 0.2 |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 0.2 |
|
Aegis Wealth Group LLC
✚
|
UT | 0.2 |