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| Sound Financial Strategies Group LLC
✚
| |
|---|---|
| CRD # | 286261 |
| SEC # | 801-108894 |
| CIK # | 0001800620 |
| AUM | $184.5 MM (2024-08-16) |
| Employees | 8 (62% Investors, 38% Brokers) |
| Phone | 601-856-3825 |
| Address | 116 One Madison Plaza Madison, MS 39110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CHRW | 12,862.8 | 0.9 | |
| ESS | 17,249.2 | 0.8 | |
| APD | 53,782.2 | 0.8 | |
| EXPD | 16,411.4 | 0.8 | |
| ECL | 43,790.9 | 0.8 | |
| SPGI | 113,084.7 | 0.8 | |
| KMB | 44,656.1 | 0.8 | |
| BRO | 16,290.0 | 0.8 | |
| AFL | 36,008.8 | 0.8 | |
| ROP | 41,484.9 | 0.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 728 | 163.7 |
| (b) Individuals (high net worth individuals) | 16 | 19.1 |
| (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 | 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 | 0 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,284 | 184.5 |
| By Discretionary | ||
| Discretionary | 1,284 | 184.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,284 | 184.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.5 | |
| Total | 1,284 | 184.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800620] |
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