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| Sound Income Strategies LLC
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|---|---|
| CRD # | 173272 |
| SEC # | 801-80425 |
| CIK # | 0001730960 |
| AUM | $4.2 B (2026-01-23) |
| Employees | 134 (100% Investors, 1% Brokers) |
| Phone | 954-487-1860 |
| Address | 500 W Cypress Creek Road Fort Lauderdale, FL 33309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Hercules Capital Inc | 0.1 | ||
| Ares Capital Corp | 0.1 | ||
| Golub Capital BDC Inc | 0.0 | ||
| Sixth Street Specialty Lending Inc | 0.0 | ||
| Owl Rock Capital Corp | 0.0 | ||
| Blackstone Secured Lending Fund | 0.0 | ||
| PennantPark Floating Rate Capital Ltd | 0.0 | ||
| Simon Property Group Inc /DE/ | 0.0 | ||
| Apple Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24,261 | 3.4 |
| (b) Individuals (high net worth individuals) | 473 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 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 | 18 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24,756 | 4.2 |
| By Discretionary | ||
| Discretionary | 22,197 | 3.9 |
| Non-Discretionary | 2,559 | 0.3 |
| Total | 24,756 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 24,756 | 4.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730960] |
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|---|---|---|
|
Good Life Advisors LLC
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FL | 4.4 |
|
Simplicity Wealth LLC
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NJ | 4.3 |
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Beacon Capital Management Inc
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OH | 4.3 |
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Halbert Hargrove Global Advisors LLC
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CA | 4.2 |
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Boston Common Asset Management LLC
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The Retirement Planning Group LLC
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KS | 4.2 |
|
Aprio Wealth Management LLC
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GA | 4.2 |
|
NWAM LLC
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WA | 4.1 |
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BT Family Office LLC
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GA | 4.0 |