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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sound Portfolio Advisors LLC
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|---|---|
| CRD # | 125511 |
| SEC # | 801-120415 |
| CIK # | |
| AUM | $123.9 M (2025-02-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 860-572-2737 |
| Address | 28 Cottrell St Mystic, CT 06355 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 15.8 |
| (b) Individuals (high net worth individuals) | 64 | 108.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 350 | 123.9 |
| By Discretionary | ||
| Discretionary | 350 | 123.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 350 | 123.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.9 | |
| Total | 350 | 123.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intrinsic Investors LLC
✚
|
WI | 0.1 |
|
Strategic Asset Management LLC
✚
|
MN | 0.1 |
|
American Investment Advisors Inc
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|
WI | 0.1 |
|
Littlefield Asset Management Inc
✚
|
0.1 | |
|
Heritage Wealth Management Group Ltd
✚
|
VA | 0.1 |
|
Clear Sky Financial LP
✚
|
TX | 0.1 |
|
Bluelist Partners LLC
✚
|
VA | 0.1 |
|
Unify Financial LLC
✚
|
FL | 0.1 |
|
TC Financial Management Co Inc
✚
|
NJ | 0.1 |
|
RK Asset Management LLC
✚
|
0.1 |